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FWMMX vs MLVRX
FWMMX vs MLVRX Comparison
Open Charts FWMMX vs MLVRX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity R4
Price$20.04
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
FWMMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVRX (345M). FWMMX pays higher dividends than MLVRX: FWMMX (1.38) vs MLVRX (1.17). 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 : 5.26 vs. MLVRX (-6.81). FWMMX return over 5 years is better than : 51.20 vs. MLVRX (17.73).
| 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 | 11.450 | 9.657 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.38 | 1.17 | 118% |
| Returns for 1 year | 5.26 | -6.81 | -77% |
| Returns for 3 years | 33.78 | 7.50 | 450% |
| Returns for 5 years | 51.20 | 17.73 | 289% |
| Returns for 10 years | N/A | 99.68 | - |
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