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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity B
Price$18.02
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets338.29M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVBX (338M). FWMMX pays higher dividends than MLVBX: FWMMX (1.41) vs MLVBX (0.19). FWMMX was incepted earlier than MLVBX: FWMMX (5 years) vs MLVBX (12 years). MLVBX (1.68) 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 : 5.70 vs. MLVBX (-5.04). FWMMX return over 5 years is better than : 42.66 vs. MLVBX (-2.12).
| FWMMX | MLVBX | FWMMX / MLVBX | |
| Total Expense Ratio | 0.35 | 1.64 | 21% |
| Annual Report Gross Expense Ratio | 0.35 | 1.68 | 21% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 2.163 | 2.663 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 338M | 61,538% |
| Annual Yield % from dividends | 1.41 | 0.19 | 751% |
| Returns for 1 year | 5.70 | -5.04 | -113% |
| Returns for 3 years | 31.22 | 1.65 | 1,888% |
| Returns for 5 years | 42.66 | -2.12 | -2,013% |
| Returns for 10 years | N/A | 65.90 | - |
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