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FWMMX vs MLVMX
FWMMX vs MLVMX Comparison
Open Charts FWMMX vs MLVMX
American Funds Washington Mutual 529-F-2
Price$66.59
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity R1
Price$17.97
Change+$0.11 (+0.62%)
VolumeN/A
Net Assets339.04M
FWMMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVMX (339M). FWMMX pays higher dividends than MLVMX: FWMMX (1.44) vs MLVMX (0.29). FWMMX was incepted earlier than MLVMX: FWMMX (5 years) vs MLVMX (12 years). MLVMX (1.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVMX (23.00). MLVMX has a lower initial minimum investment than FWMMX: MLVMX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 9.97 vs. MLVMX (-2.52). FWMMX return over 5 years is better than : 43.00 vs. MLVMX (-1.53).
| FWMMX | MLVMX | FWMMX / MLVMX | |
| 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 | 2.148 | 1.871 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 339M | 61,357% |
| Annual Yield % from dividends | 1.44 | 0.29 | 497% |
| Returns for 1 year | 9.97 | -2.52 | -396% |
| Returns for 3 years | 31.62 | 1.10 | 2,886% |
| Returns for 5 years | 43.00 | -1.53 | -2,807% |
| Returns for 10 years | N/A | 67.83 | - |
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