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FWWMX vs MLVOX
FWWMX vs MLVOX Comparison
Open Charts FWWMX vs MLVOX
American Funds Washington Mutual 529-F-3
Price$66.44
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity R2
Price$18.27
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets336.82M
FWWMX vs MLVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. MLVOX (337M). FWWMX pays higher dividends than MLVOX: FWWMX (1.45) vs MLVOX (0.72). FWWMX was incepted earlier than MLVOX: FWWMX (5 years) vs MLVOX (12 years). MLVOX (1.18) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVOX (23.00). MLVOX has a lower initial minimum investment than FWWMX: MLVOX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 5.50 vs. MLVOX (-4.98). FWWMX return over 5 years is better than : 40.82 vs. MLVOX (-0.76).
| FWWMX | MLVOX | FWWMX / MLVOX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.519 | 2.132 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 337M | 61,721% |
| Annual Yield % from dividends | 1.45 | 0.72 | 202% |
| Returns for 1 year | 5.50 | -4.98 | -110% |
| Returns for 3 years | 30.52 | 2.83 | 1,077% |
| Returns for 5 years | 40.82 | -0.76 | -5,356% |
| Returns for 10 years | N/A | 75.05 | - |
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