Interact to see
Advertisement
Advertisement
FWMMX vs MLVBX
FWMMX vs MLVBX Comparison
Open Charts FWMMX vs MLVBX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity B
Price$20.22
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
FWMMX vs MLVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVBX (345M). FWMMX pays higher dividends than MLVBX: FWMMX (1.35) vs MLVBX (0.21). 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 : 5.39 vs. MLVBX (-7.36). FWMMX return over 5 years is better than : 47.35 vs. MLVBX (11.09).
| 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 | 12.370 | 9.342 | 132% |
| 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 | 1.35 | 0.21 | 628% |
| Returns for 1 year | 5.39 | -7.36 | -73% |
| Returns for 3 years | 31.32 | 0.07 | 42,884% |
| Returns for 5 years | 47.35 | 11.09 | 427% |
| Returns for 10 years | N/A | 74.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement