Interact to see
Advertisement
Advertisement
FWMMX vs MLVHX
FWMMX vs MLVHX Comparison
Open Charts FWMMX vs MLVHX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity I
Price$20.11
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
FWMMX vs MLVHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVHX (350M). FWMMX pays higher dividends than MLVHX: FWMMX (1.38) vs MLVHX (1.17). FWMMX was incepted earlier than MLVHX: FWMMX (5 years) vs MLVHX (12 years). MLVHX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than FWMMX: MLVHX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 4.08 vs. MLVHX (-6.61).
| FWMMX | MLVHX | FWMMX / MLVHX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.69 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.725 | 9.195 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.38 | 1.17 | 118% |
| Returns for 1 year | 4.08 | -6.61 | -62% |
| Returns for 3 years | 42.85 | 12.49 | 343% |
| Returns for 5 years | N/A | 19.73 | - |
| Returns for 10 years | N/A | 92.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers