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FWMMX vs MLVAX
FWMMX vs MLVAX Comparison
Open Charts FWMMX vs MLVAX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MFS Low Volatility Equity A
Price$19.52
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
FWMMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B vs. MLVAX (358M). FWMMX pays higher dividends than MLVAX: FWMMX (1.44) vs MLVAX (0.96). 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 : 7.83 vs. MLVAX (-1.78).
| 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 | 5.717 | 5.712 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 358M | 56,425% |
| Annual Yield % from dividends | 1.44 | 0.96 | 150% |
| Returns for 1 year | 7.83 | -1.78 | -441% |
| Returns for 3 years | 33.74 | 3.97 | 849% |
| Returns for 5 years | N/A | 27.53 | - |
| Returns for 10 years | N/A | 83.92 | - |
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