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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$65.91
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R4
Price$17.90
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets339.44M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVRX (339M). FWMMX pays higher dividends than MLVRX: FWMMX (1.35) vs MLVRX (1.14). 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 (23.00). 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 : 6.41 vs. MLVRX (-4.27). FWMMX return over 5 years is better than : 45.18 vs. MLVRX (2.78).
| 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 | 8.263 | -2.877 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 339M | 61,652% |
| Annual Yield % from dividends | 1.35 | 1.14 | 118% |
| Returns for 1 year | 6.41 | -4.27 | -150% |
| Returns for 3 years | 32.95 | 5.36 | 615% |
| Returns for 5 years | 45.18 | 2.78 | 1,623% |
| Returns for 10 years | N/A | 72.06 | - |
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