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FWMMX vs MLVAX
FWMMX vs MLVAX Comparison
Open Charts FWMMX vs MLVAX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity A
Price$20.07
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
FWMMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVAX (350M). FWMMX pays higher dividends than MLVAX: FWMMX (1.38) vs MLVAX (0.95). FWMMX was incepted earlier than MLVAX: FWMMX (5 years) vs MLVAX (12 years). MLVAX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVAX (25.00). FWMMX has a lower initial minimum investment than MLVAX: FWMMX (250) vs MLVAX (1000). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. MLVAX (-6.86).
| FWMMX | MLVAX | FWMMX / MLVAX | |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.94 | 37% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.725 | 8.961 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.38 | 0.95 | 146% |
| Returns for 1 year | 4.08 | -6.86 | -60% |
| Returns for 3 years | 42.85 | 11.64 | 368% |
| Returns for 5 years | N/A | 18.49 | - |
| Returns for 10 years | N/A | 88.59 | - |
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