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FWWMX vs MLVMX
FWWMX vs MLVMX Comparison
Open Charts FWWMX vs MLVMX
American Funds Washington Mutual 529-F-3
Price$64.59
Change+$0.54 (+0.84%)
VolumeN/A
Net Assets202.05B
MFS Low Volatility Equity R1
Price$19.49
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
FWWMX vs MLVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 202B 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: 31.00 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 : 7.88 vs. MLVMX (-2.50).
| 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 | 5.752 | 5.355 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 358M | 56,425% |
| Annual Yield % from dividends | 1.47 | 0.27 | 547% |
| Returns for 1 year | 7.88 | -2.50 | -315% |
| Returns for 3 years | 33.89 | 2.14 | 1,580% |
| Returns for 5 years | N/A | 23.84 | - |
| Returns for 10 years | N/A | 74.94 | - |
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