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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$66.05
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
MFS Low Volatility Equity R6
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets341.6M
FWWMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVTX (342M). FWWMX pays higher dividends than MLVTX: FWWMX (1.41) vs MLVTX (1.26). FWWMX was incepted earlier than MLVTX: FWWMX (5 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVTX (25.00). MLVTX has a lower initial minimum investment than FWWMX: MLVTX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.03 vs. MLVTX (-6.25). FWWMX return over 5 years is better than : 47.75 vs. MLVTX (15.89).
| FWWMX | MLVTX | FWWMX / MLVTX | |
| Total Expense Ratio | 0.31 | 0.57 | 54% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.539 | 8.215 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 342M | 59,649% |
| Annual Yield % from dividends | 1.41 | 1.26 | 112% |
| Returns for 1 year | 4.03 | -6.25 | -64% |
| Returns for 3 years | 30.52 | 4.70 | 649% |
| Returns for 5 years | 47.75 | 15.89 | 301% |
| Returns for 10 years | N/A | 87.15 | - |
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