Interact to see
Advertisement
Advertisement
FWMMX vs MLVGX
FWMMX vs MLVGX Comparison
Open Charts FWMMX vs MLVGX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity C
Price$19.80
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
FWMMX vs MLVGX 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. MLVGX (345M). FWMMX pays higher dividends than MLVGX: FWMMX (1.38) vs MLVGX (0.28). FWMMX was incepted earlier than MLVGX: FWMMX (5 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). FWMMX has a lower initial minimum investment than MLVGX: FWMMX (250) vs MLVGX (1000). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. MLVGX (-7.81). FWMMX return over 5 years is better than : 51.20 vs. MLVGX (11.67).
| FWMMX | MLVGX | FWMMX / MLVGX | |
| 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 | 11.450 | 8.706 | 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 | 1.38 | 0.28 | 498% |
| Returns for 1 year | 5.26 | -7.81 | -67% |
| Returns for 3 years | 33.78 | 4.07 | 830% |
| Returns for 5 years | 51.20 | 11.67 | 439% |
| Returns for 10 years | N/A | 79.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement