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FWMMX vs MLVAX
FWMMX vs MLVAX Comparison
Open Charts FWMMX vs MLVAX
American Funds Washington Mutual 529-F-2
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity A
Price$18.05
Change-$2.04 (-10.15%)
VolumeN/A
Net Assets336.27M
FWMMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVAX (336M). FWMMX pays higher dividends than MLVAX: FWMMX (1.41) vs MLVAX (0.96). FWMMX was incepted earlier than MLVAX: FWMMX (5 years) vs MLVAX (12 years). MLVAX (0.93) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVAX (23.00). 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 : 5.47 vs. MLVAX (-4.83). FWMMX return over 5 years is better than : 40.53 vs. MLVAX (-0.61).
| FWMMX | MLVAX | FWMMX / MLVAX | |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.93 | 38% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.503 | 2.151 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 336M | 61,905% |
| Annual Yield % from dividends | 1.41 | 0.96 | 147% |
| Returns for 1 year | 5.47 | -4.83 | -113% |
| Returns for 3 years | 30.37 | 3.36 | 905% |
| Returns for 5 years | 40.53 | -0.61 | -6,619% |
| Returns for 10 years | N/A | 75.14 | - |
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