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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$64.59
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MFS Low Volatility Equity R4
Price$19.57
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 202B 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: 31.00 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 : 7.83 vs. MLVRX (-1.50).
| 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 | 5.717 | 5.856 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 358M | 56,425% |
| Annual Yield % from dividends | 1.44 | 1.18 | 122% |
| Returns for 1 year | 7.83 | -1.50 | -523% |
| Returns for 3 years | 33.74 | 5.27 | 640% |
| Returns for 5 years | N/A | 30.24 | - |
| Returns for 10 years | N/A | 93.28 | - |
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