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FWMMX vs MLVPX
FWMMX vs MLVPX Comparison
Open Charts FWMMX vs MLVPX
American Funds Washington Mutual 529-F-2
Price$61.99
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity R3
Price$19.17
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FWMMX vs MLVPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 194B vs. MLVPX (352M). FWMMX pays higher dividends than MLVPX: FWMMX (1.44) vs MLVPX (0.90). 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: 31.00 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 : 4.63 vs. MLVPX (-4.01).
| 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 | 1.462 | 3.018 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 352M | 55,114% |
| Annual Yield % from dividends | 1.44 | 0.90 | 160% |
| Returns for 1 year | 4.63 | -4.01 | -115% |
| Returns for 3 years | 26.85 | 7.01 | 383% |
| Returns for 5 years | N/A | 27.95 | - |
| Returns for 10 years | N/A | 83.35 | - |
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