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FWMMX vs MLVAX
FWMMX vs MLVAX Comparison
Open Charts FWMMX vs MLVAX
American Funds Washington Mutual 529-F-2
Price$61.99
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity A
Price$19.07
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FWMMX vs MLVAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 194B vs. MLVAX (352M). FWMMX pays higher dividends than MLVAX: FWMMX (1.44) vs MLVAX (0.90). 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: 31.00 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 : 4.63 vs. MLVAX (-4.08).
| 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 | 1.462 | 2.978 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 352M | 55,114% |
| Annual Yield % from dividends | 1.44 | 0.90 | 159% |
| Returns for 1 year | 4.63 | -4.08 | -113% |
| Returns for 3 years | 26.85 | 6.14 | 437% |
| Returns for 5 years | N/A | 26.68 | - |
| Returns for 10 years | N/A | 78.08 | - |
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