Interact to see
Advertisement
Advertisement
FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity B
Price$19.94
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
FWWMX vs MLVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVBX (345M). 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 : 3.95 vs. MLVBX (-8.51). FWWMX return over 5 years is better than : 49.35 vs. MLVBX (10.94).
| 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 | 9.919 | 7.827 | 127% |
| Front Load | N/A | N/A | - |
| 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 | 0.22 | 641% |
| Returns for 1 year | 3.95 | -8.51 | -46% |
| Returns for 3 years | 32.88 | 3.80 | 864% |
| Returns for 5 years | 49.35 | 10.94 | 451% |
| Returns for 10 years | N/A | 75.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers