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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+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity B
Price$20.03
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
FWMMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVBX (350M). 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 : 4.08 vs. MLVBX (-7.59).
| 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 | 8.314 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.38 | 0.22 | 639% |
| Returns for 1 year | 4.08 | -7.59 | -54% |
| Returns for 3 years | 42.85 | 9.32 | 460% |
| Returns for 5 years | N/A | 14.94 | - |
| Returns for 10 years | N/A | 77.80 | - |
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