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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity B
Price$19.94
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVBX (345M). FWMMX pays higher dividends than MLVBX: FWMMX (1.38) vs MLVBX (0.22). 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 (25.00). 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 : 3.92 vs. MLVBX (-8.51). FWMMX return over 5 years is better than : 49.06 vs. MLVBX (10.94).
| 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 | 9.873 | 7.827 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.38 | 0.22 | 627% |
| Returns for 1 year | 3.92 | -8.51 | -46% |
| Returns for 3 years | 32.75 | 3.80 | 861% |
| Returns for 5 years | 49.06 | 10.94 | 448% |
| Returns for 10 years | N/A | 75.32 | - |
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