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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$65.91
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity B
Price$17.83
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets339.44M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVBX (339M). FWMMX pays higher dividends than MLVBX: FWMMX (1.35) vs MLVBX (0.21). FWMMX was incepted earlier than MLVBX: FWMMX (5 years) vs MLVBX (12 years). MLVBX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVBX (23.00). FWMMX has a lower initial minimum investment than MLVBX: FWMMX (250) vs MLVBX (1000). FWMMX annual gain was more profitable for investors over the last year : 6.41 vs. MLVBX (-4.97). FWMMX return over 5 years is better than : 45.18 vs. MLVBX (-2.11).
| FWMMX | MLVBX | FWMMX / MLVBX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.69 | 21% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.263 | -3.583 | -231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 339M | 61,652% |
| Annual Yield % from dividends | 1.35 | 0.21 | 628% |
| Returns for 1 year | 6.41 | -4.97 | -129% |
| Returns for 3 years | 32.95 | 2.43 | 1,356% |
| Returns for 5 years | 45.18 | -2.11 | -2,145% |
| Returns for 10 years | N/A | 55.02 | - |
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