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FWMMX vs MLVPX
FWMMX vs MLVPX Comparison
Open Charts FWMMX vs MLVPX
American Funds Washington Mutual 529-F-2
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R3
Price$20.37
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets345.31M
FWMMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVPX (345M). FWMMX pays higher dividends than MLVPX: FWMMX (1.35) vs MLVPX (0.93). FWMMX was incepted earlier than MLVPX: FWMMX (5 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVPX (25.00). MLVPX has a lower initial minimum investment than FWMMX: MLVPX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 4.71 vs. MLVPX (-7.31). FWMMX return over 5 years is better than : 48.37 vs. MLVPX (16.27).
| FWMMX | MLVPX | FWMMX / MLVPX | |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.94 | 37% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.811 | 9.886 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.35 | 0.93 | 145% |
| Returns for 1 year | 4.71 | -7.31 | -64% |
| Returns for 3 years | 30.67 | 2.36 | 1,300% |
| Returns for 5 years | 48.37 | 16.27 | 297% |
| Returns for 10 years | N/A | 89.55 | - |
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