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FWWMX vs MLVAX
FWWMX vs MLVAX Comparison
Open Charts FWWMX vs MLVAX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity A
Price$19.98
Change-$0.18 (-0.89%)
VolumeN/A
Net Assets344.51M
FWWMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVAX (345M). FWWMX pays higher dividends than MLVAX: FWWMX (1.41) vs MLVAX (0.96). FWWMX was incepted earlier than MLVAX: FWWMX (5 years) vs MLVAX (12 years). MLVAX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVAX (25.00). FWWMX has a lower initial minimum investment than MLVAX: FWWMX (250) vs MLVAX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. MLVAX (-7.04). FWWMX return over 5 years is better than : 51.47 vs. MLVAX (15.34).
| FWWMX | MLVAX | FWWMX / MLVAX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.480 | 9.450 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.41 | 0.96 | 147% |
| Returns for 1 year | 5.28 | -7.04 | -75% |
| Returns for 3 years | 33.88 | 6.43 | 527% |
| Returns for 5 years | 51.47 | 15.34 | 336% |
| Returns for 10 years | N/A | 90.43 | - |
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