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FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$61.99
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
FWMMX vs MLVBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 194B vs. MLVBX (352M). FWMMX pays higher dividends than MLVBX: FWMMX (1.44) vs MLVBX (0.13). 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: 31.00 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 : 4.63 vs. MLVBX (-4.81).
| 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 | 1.462 | 2.685 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 352M | 55,114% |
| Annual Yield % from dividends | 1.44 | 0.13 | 1,075% |
| Returns for 1 year | 4.63 | -4.81 | -96% |
| Returns for 3 years | 26.85 | 4.43 | 606% |
| Returns for 5 years | N/A | 22.96 | - |
| Returns for 10 years | N/A | 68.41 | - |
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