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FWWMX vs MLVOX
FWWMX vs MLVOX Comparison
Open Charts FWWMX vs MLVOX
American Funds Washington Mutual 529-F-3
Price$68.10
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets211.91B
MFS Low Volatility Equity R2
Price$20.32
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets345.01M
FWWMX vs MLVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 212B vs. MLVOX (345M). FWWMX pays higher dividends than MLVOX: FWWMX (1.38) vs MLVOX (0.72). FWWMX was incepted earlier than MLVOX: FWWMX (5 years) vs MLVOX (12 years). MLVOX (1.19) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVOX (25.00). 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 : 4.75 vs. MLVOX (-7.53). FWWMX return over 5 years is better than : 48.63 vs. MLVOX (14.85).
| FWWMX | MLVOX | FWWMX / MLVOX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.19 | 26% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 11.858 | 9.626 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212B | 345M | 61,449% |
| Annual Yield % from dividends | 1.38 | 0.72 | 192% |
| Returns for 1 year | 4.75 | -7.53 | -63% |
| Returns for 3 years | 30.80 | 1.64 | 1,874% |
| Returns for 5 years | 48.63 | 14.85 | 327% |
| Returns for 10 years | N/A | 84.88 | - |
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