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FWMMX vs MLVOX
FWMMX vs MLVOX Comparison
Open Charts FWMMX vs MLVOX
American Funds Washington Mutual 529-F-2
Price$67.85
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
MFS Low Volatility Equity R2
Price$20.30
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets347.72M
FWMMX vs MLVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVOX (348M). FWMMX pays higher dividends than MLVOX: FWMMX (1.38) vs MLVOX (0.74). FWMMX was incepted earlier than MLVOX: FWMMX (5 years) vs MLVOX (12 years). MLVOX (1.19) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVOX (25.00). MLVOX has a lower initial minimum investment than FWMMX: MLVOX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 5.26 vs. MLVOX (-7.18). FWMMX return over 5 years is better than : 51.20 vs. MLVOX (15.08).
| FWMMX | MLVOX | FWMMX / MLVOX | |
| Total Expense Ratio | 0.35 | 1.14 | 31% |
| Annual Report Gross Expense Ratio | 0.35 | 1.19 | 29% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.450 | 9.249 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 348M | 60,057% |
| Annual Yield % from dividends | 1.38 | 0.74 | 187% |
| Returns for 1 year | 5.26 | -7.18 | -73% |
| Returns for 3 years | 33.78 | 6.12 | 552% |
| Returns for 5 years | 51.20 | 15.08 | 339% |
| Returns for 10 years | N/A | 90.34 | - |
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