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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$66.59
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity R6
Price$18.08
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets339.04M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 208B vs. MLVTX (339M). FWMMX pays higher dividends than MLVTX: FWMMX (1.44) vs MLVTX (1.30). 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 (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 : 10.46 vs. MLVTX (-1.28). FWMMX return over 5 years is better than : 42.05 vs. MLVTX (2.05).
| 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 | 2.286 | 1.297 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 339M | 61,357% |
| Annual Yield % from dividends | 1.44 | 1.30 | 111% |
| Returns for 1 year | 10.46 | -1.28 | -815% |
| Returns for 3 years | 31.79 | 3.92 | 812% |
| Returns for 5 years | 42.05 | 2.05 | 2,053% |
| Returns for 10 years | N/A | 81.20 | - |
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