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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$58.09
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
MFS Low Volatility Equity R6
Price$17.80
Change-$0.37 (-2.04%)
VolumeN/A
Net Assets340.56M
FWWMX vs MLVTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 181B vs. MLVTX (341M). FWWMX pays higher dividends than MLVTX: FWWMX (1.52) vs MLVTX (1.23). FWWMX was incepted earlier than MLVTX: FWWMX (4 years) vs MLVTX (11 years). MLVTX (0.61) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. MLVTX (25.00). MLVTX has a lower initial minimum investment than FWWMX: MLVTX (0) vs FWWMX (250). MLVTX annual gain was more profitable for investors over the last year : -5.83 vs. FWWMX (-8.20).
| FWWMX | MLVTX | FWWMX / MLVTX | |
| Total Expense Ratio | 0.31 | 0.57 | 54% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -9.502 | -2.076 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181B | 341M | 53,079% |
| Annual Yield % from dividends | 1.52 | 1.23 | 124% |
| Returns for 1 year | -8.20 | -5.83 | 141% |
| Returns for 3 years | -0.90 | -11.74 | 8% |
| Returns for 5 years | N/A | 27.43 | - |
| Returns for 10 years | N/A | 73.46 | - |
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