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FWWMX vs MLVAX
FWWMX vs MLVAX Comparison
Open Charts FWWMX vs MLVAX
American Funds Washington Mutual 529-F-3
Price$69.26
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity A
Price$17.78
Change-$2.43 (-12.02%)
VolumeN/A
Net Assets301.47M
FWWMX vs MLVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVAX (301M). FWWMX pays higher dividends than MLVAX: FWWMX (1.38) vs MLVAX (0.94). 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 : 7.59 vs. MLVAX (-5.16). FWWMX return over 5 years is better than : 51.16 vs. MLVAX (15.18).
| 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 | 13.814 | 9.721 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 301M | 69,435% |
| Annual Yield % from dividends | 1.38 | 0.94 | 147% |
| Returns for 1 year | 7.59 | -5.16 | -147% |
| Returns for 3 years | 34.50 | 3.09 | 1,117% |
| Returns for 5 years | 51.16 | 15.18 | 337% |
| Returns for 10 years | N/A | 90.23 | - |
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