Interact to see
Advertisement
Advertisement
FWWMX vs MLVGX
FWWMX vs MLVGX Comparison
Open Charts FWWMX vs MLVGX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity C
Price$19.80
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
FWWMX vs MLVGX 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. MLVGX (345M). FWWMX pays higher dividends than MLVGX: FWWMX (1.41) vs MLVGX (0.28). FWWMX was incepted earlier than MLVGX: FWWMX (5 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). FWWMX has a lower initial minimum investment than MLVGX: FWWMX (250) vs MLVGX (1000). FWWMX annual gain was more profitable for investors over the last year : 5.28 vs. MLVGX (-7.81). FWWMX return over 5 years is better than : 51.47 vs. MLVGX (11.67).
| FWWMX | MLVGX | FWWMX / MLVGX | |
| 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 | 11.480 | 8.706 | 132% |
| 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 | 0.28 | 509% |
| Returns for 1 year | 5.28 | -7.81 | -68% |
| Returns for 3 years | 33.88 | 4.07 | 833% |
| Returns for 5 years | 51.47 | 11.67 | 441% |
| Returns for 10 years | N/A | 79.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement