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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.04B
MFS Low Volatility Equity R6
Price$20.06
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 204B vs. MLVTX (356M). FWMMX pays higher dividends than MLVTX: FWMMX (1.40) vs MLVTX (1.24). FWMMX was incepted earlier than MLVTX: FWMMX (5 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVTX (25.00). MLVTX has a lower initial minimum investment than FWMMX: MLVTX (0) vs FWMMX (250). FWMMX annual gain was more profitable for investors over the last year : 7.68 vs. MLVTX (-4.26).
| FWMMX | MLVTX | FWMMX / MLVTX | |
| Total Expense Ratio | 0.35 | 0.57 | 61% |
| Annual Report Gross Expense Ratio | 0.35 | 0.61 | 57% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 7.943 | 8.512 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 356M | 57,303% |
| Annual Yield % from dividends | 1.40 | 1.24 | 113% |
| Returns for 1 year | 7.68 | -4.26 | -180% |
| Returns for 3 years | 36.13 | 7.16 | 504% |
| Returns for 5 years | N/A | 22.79 | - |
| Returns for 10 years | N/A | 98.60 | - |
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