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FWMMX vs MLVMX
FWMMX vs MLVMX Comparison
Open Charts FWMMX vs MLVMX
American Funds Washington Mutual 529-F-2
Price$66.26
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets204.51B
MFS Low Volatility Equity R1
Price$19.87
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets354.22M
FWMMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. MLVMX (354M). FWMMX pays higher dividends than MLVMX: FWMMX (1.40) vs MLVMX (0.26). 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 (25.00). 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 : 7.92 vs. MLVMX (-5.45).
| 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 | 8.189 | 7.572 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 354M | 57,910% |
| Annual Yield % from dividends | 1.40 | 0.26 | 534% |
| Returns for 1 year | 7.92 | -5.45 | -145% |
| Returns for 3 years | 36.44 | 4.18 | 871% |
| Returns for 5 years | N/A | 17.35 | - |
| Returns for 10 years | N/A | 83.76 | - |
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