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FWWMX vs MLVBX
FWWMX vs MLVBX Comparison
Open Charts FWWMX vs MLVBX
American Funds Washington Mutual 529-F-3
Price$66.17
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity B
Price$18.02
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets338.29M
FWWMX vs MLVBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. MLVBX (338M). FWWMX pays higher dividends than MLVBX: FWWMX (1.45) vs MLVBX (0.19). FWWMX was incepted earlier than MLVBX: FWWMX (5 years) vs MLVBX (12 years). MLVBX (1.68) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVBX (23.00). 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 : 5.74 vs. MLVBX (-5.04). FWWMX return over 5 years is better than : 42.93 vs. MLVBX (-2.12).
| FWWMX | MLVBX | FWWMX / MLVBX | |
| Total Expense Ratio | 0.31 | 1.64 | 19% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 2.179 | 2.663 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 338M | 61,538% |
| Annual Yield % from dividends | 1.45 | 0.19 | 768% |
| Returns for 1 year | 5.74 | -5.04 | -114% |
| Returns for 3 years | 31.37 | 1.65 | 1,897% |
| Returns for 5 years | 42.93 | -2.12 | -2,025% |
| Returns for 10 years | N/A | 65.90 | - |
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