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FWMMX vs MLVTX
FWMMX vs MLVTX Comparison
Open Charts FWMMX vs MLVTX
American Funds Washington Mutual 529-F-2
Price$66.89
Change-$0.96 (-1.41%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity R6
Price$20.05
Change-$0.18 (-0.89%)
VolumeN/A
Net Assets344.51M
FWMMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWMMX has more cash in the bank: 209B vs. MLVTX (345M). FWMMX pays higher dividends than MLVTX: FWMMX (1.38) vs MLVTX (1.26). 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 : 5.26 vs. MLVTX (-6.71). FWMMX return over 5 years is better than : 51.20 vs. MLVTX (16.93).
| 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 | 11.450 | 9.789 | 117% |
| 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 | 1.26 | 110% |
| Returns for 1 year | 5.26 | -6.71 | -78% |
| Returns for 3 years | 33.78 | 7.48 | 452% |
| Returns for 5 years | 51.20 | 16.93 | 302% |
| Returns for 10 years | N/A | 95.67 | - |
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