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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
MFS Low Volatility Equity B
Price$19.98
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets352.61M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVBX (353M). FWMMX pays higher dividends than MLVBX: FWMMX (1.40) vs MLVBX (0.19). 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 : 5.65 vs. MLVBX (-6.32).
| 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 | 9.725 | 8.044 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 353M | 58,640% |
| Annual Yield % from dividends | 1.40 | 0.19 | 755% |
| Returns for 1 year | 5.65 | -6.32 | -89% |
| Returns for 3 years | 47.39 | 11.65 | 407% |
| Returns for 5 years | N/A | 20.50 | - |
| Returns for 10 years | N/A | 87.49 | - |
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