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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$61.98
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
FWWMX vs MLVBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 194B vs. MLVBX (352M). FWWMX pays higher dividends than MLVBX: FWWMX (1.46) vs MLVBX (0.13). FWWMX was incepted earlier than MLVBX: FWWMX (5 years) vs MLVBX (12 years). MLVBX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. MLVBX (25.00). FWWMX has a lower initial minimum investment than MLVBX: FWWMX (250) vs MLVBX (1000). FWWMX annual gain was more profitable for investors over the last year : 4.66 vs. MLVBX (-4.81).
| FWWMX | MLVBX | FWWMX / MLVBX | |
| Total Expense Ratio | 0.31 | 1.64 | 19% |
| Annual Report Gross Expense Ratio | 0.31 | 1.69 | 18% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.479 | 2.685 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 352M | 55,114% |
| Annual Yield % from dividends | 1.46 | 0.13 | 1,095% |
| Returns for 1 year | 4.66 | -4.81 | -97% |
| Returns for 3 years | 26.99 | 4.43 | 609% |
| Returns for 5 years | N/A | 22.96 | - |
| Returns for 10 years | N/A | 68.41 | - |
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