Interact to see
Advertisement
Advertisement
FWMMX vs MLVPX
FWMMX vs MLVPX Comparison
Open Charts FWMMX vs MLVPX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.04B
MFS Low Volatility Equity R3
Price$20.08
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
FWMMX vs MLVPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVPX (356M). FWMMX pays higher dividends than MLVPX: FWMMX (1.40) vs MLVPX (0.94). 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 : 7.92 vs. MLVPX (-4.67).
| 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 | 8.189 | 8.110 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 356M | 57,303% |
| Annual Yield % from dividends | 1.40 | 0.94 | 150% |
| Returns for 1 year | 7.92 | -4.67 | -170% |
| Returns for 3 years | 36.44 | 6.73 | 541% |
| Returns for 5 years | N/A | 22.03 | - |
| Returns for 10 years | N/A | 98.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers