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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$66.80
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
MFS Low Volatility Equity B
Price$20.03
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
FWWMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 207B vs. MLVBX (350M). FWWMX pays higher dividends than MLVBX: FWWMX (1.41) vs MLVBX (0.22). 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: 29.00 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 : 4.12 vs. MLVBX (-7.59).
| 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 | 9.771 | 8.314 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 350M | 59,143% |
| Annual Yield % from dividends | 1.41 | 0.22 | 653% |
| Returns for 1 year | 4.12 | -7.59 | -54% |
| Returns for 3 years | 42.99 | 9.32 | 461% |
| Returns for 5 years | N/A | 14.94 | - |
| Returns for 10 years | N/A | 77.80 | - |
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