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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity R6
Price$20.13
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 207B vs. MLVTX (350M). FWMMX pays higher dividends than MLVTX: FWMMX (1.38) 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 : 4.08 vs. MLVTX (-6.57).
| 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 | 9.725 | 9.246 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.38 | 1.24 | 112% |
| Returns for 1 year | 4.08 | -6.57 | -62% |
| Returns for 3 years | 42.85 | 12.73 | 337% |
| Returns for 5 years | N/A | 20.12 | - |
| Returns for 10 years | N/A | 93.86 | - |
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