Interact to see
Advertisement
Advertisement
FWWMX vs MLVHX
FWWMX vs MLVHX Comparison
Open Charts FWWMX vs MLVHX
American Funds Washington Mutual 529-F-3
Price$65.95
Change+$0.39 (+0.59%)
VolumeN/A
Net Assets204.51B
MFS Low Volatility Equity I
Price$20.03
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
FWWMX vs MLVHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 205B vs. MLVHX (354M). FWWMX pays higher dividends than MLVHX: FWWMX (1.43) vs MLVHX (1.17). FWWMX was incepted earlier than MLVHX: FWWMX (5 years) vs MLVHX (12 years). MLVHX (0.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than FWWMX: MLVHX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 7.96 vs. MLVHX (-4.44).
| FWWMX | MLVHX | FWWMX / MLVHX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.69 | 45% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.224 | 8.316 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 354M | 57,910% |
| Annual Yield % from dividends | 1.43 | 1.17 | 122% |
| Returns for 1 year | 7.96 | -4.44 | -179% |
| Returns for 3 years | 36.57 | 6.78 | 539% |
| Returns for 5 years | N/A | 22.20 | - |
| Returns for 10 years | N/A | 97.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement