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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 205B vs. MLVRX (354M). FWMMX pays higher dividends than MLVRX: FWMMX (1.40) vs MLVRX (1.15). 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 : 7.92 vs. MLVRX (-4.41).
| 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 | 8.189 | 8.398 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 354M | 57,910% |
| Annual Yield % from dividends | 1.40 | 1.15 | 122% |
| Returns for 1 year | 7.92 | -4.41 | -180% |
| Returns for 3 years | 36.44 | 7.52 | 485% |
| Returns for 5 years | N/A | 23.56 | - |
| Returns for 10 years | N/A | 103.25 | - |
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