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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity B
Price$20.22
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
FWWMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVBX (345M). FWWMX pays higher dividends than MLVBX: FWWMX (1.38) vs MLVBX (0.21). 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 : 5.43 vs. MLVBX (-7.36). FWWMX return over 5 years is better than : 47.63 vs. MLVBX (11.09).
| 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 | 12.417 | 9.342 | 133% |
| 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 | 1.38 | 0.21 | 642% |
| Returns for 1 year | 5.43 | -7.36 | -74% |
| Returns for 3 years | 31.45 | 0.07 | 43,058% |
| Returns for 5 years | 47.63 | 11.09 | 430% |
| Returns for 10 years | N/A | 74.61 | - |
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