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FWWMX vs MLVMX
FWWMX vs MLVMX Comparison
Open Charts FWWMX vs MLVMX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R1
Price$20.21
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
FWWMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVMX (345M). FWWMX pays higher dividends than MLVMX: FWWMX (1.38) vs MLVMX (0.30). 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 : 5.43 vs. MLVMX (-7.39). FWWMX return over 5 years is better than : 47.63 vs. MLVMX (11.21).
| 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 | 12.417 | 9.339 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.38 | 0.30 | 453% |
| Returns for 1 year | 5.43 | -7.39 | -73% |
| Returns for 3 years | 31.45 | 0.14 | 22,284% |
| Returns for 5 years | 47.63 | 11.21 | 425% |
| Returns for 10 years | N/A | 75.72 | - |
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