Interact to see
Advertisement
Advertisement
FWWMX vs MLVMX
FWWMX vs MLVMX Comparison
Open Charts FWWMX vs MLVMX
American Funds Washington Mutual 529-F-3
Price$65.35
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
MFS Low Volatility Equity R1
Price$19.61
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
FWWMX vs MLVMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVMX (358M). FWWMX pays higher dividends than MLVMX: FWWMX (1.47) vs MLVMX (0.27). FWWMX was incepted earlier than MLVMX: FWWMX (5 years) vs MLVMX (12 years). MLVMX (1.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVMX (25.00). MLVMX has a lower initial minimum investment than FWWMX: MLVMX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 9.59 vs. MLVMX (-3.30).
| FWWMX | MLVMX | FWWMX / MLVMX | |
| 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 | 6.996 | 6.004 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 358M | 56,983% |
| Annual Yield % from dividends | 1.47 | 0.27 | 547% |
| Returns for 1 year | 9.59 | -3.30 | -290% |
| Returns for 3 years | 34.02 | 2.13 | 1,594% |
| Returns for 5 years | N/A | 20.80 | - |
| Returns for 10 years | N/A | 72.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement