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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$66.17
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity R6
Price$18.12
Change-$2.04 (-10.12%)
VolumeN/A
Net Assets336.27M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVTX (336M). FWMMX pays higher dividends than MLVTX: FWMMX (1.41) vs MLVTX (1.27). FWMMX was incepted earlier than MLVTX: FWMMX (5 years) vs MLVTX (12 years). MLVTX (0.60) is less costly to investors than FWMMX (0.35). FWMMX is a more actively managed with annual turnover of: 29.00 vs. MLVTX (23.00). 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 : 5.47 vs. MLVTX (-4.50). FWMMX return over 5 years is better than : 40.53 vs. MLVTX (0.83).
| FWMMX | MLVTX | FWMMX / MLVTX | |
| Total Expense Ratio | 0.35 | 0.57 | 61% |
| Annual Report Gross Expense Ratio | 0.35 | 0.60 | 58% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.503 | 2.200 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 336M | 61,905% |
| Annual Yield % from dividends | 1.41 | 1.27 | 111% |
| Returns for 1 year | 5.47 | -4.50 | -122% |
| Returns for 3 years | 30.37 | 4.55 | 667% |
| Returns for 5 years | 40.53 | 0.83 | 4,912% |
| Returns for 10 years | N/A | 80.20 | - |
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