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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$65.36
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
MFS Low Volatility Equity R4
Price$19.70
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVRX (358M). FWMMX pays higher dividends than MLVRX: FWMMX (1.44) vs MLVRX (1.18). FWMMX was incepted earlier than MLVRX: FWMMX (5 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than FWMMX: MLVRX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 9.55 vs. MLVRX (-2.35).
| FWMMX | MLVRX | FWMMX / MLVRX | |
| Total Expense Ratio | 0.35 | 0.64 | 55% |
| Annual Report Gross Expense Ratio | 0.35 | 0.69 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 6.978 | 6.559 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 358M | 56,983% |
| Annual Yield % from dividends | 1.44 | 1.18 | 122% |
| Returns for 1 year | 9.55 | -2.35 | -407% |
| Returns for 3 years | 33.89 | 5.26 | 645% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | 90.90 | - |
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