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FWWMX vs MLVOX
FWWMX vs MLVOX Comparison
Open Charts FWWMX vs MLVOX
American Funds Washington Mutual 529-F-3
Price$67.84
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
MFS Low Volatility Equity R2
Price$20.30
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets347.72M
FWWMX vs MLVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVOX (348M). FWWMX pays higher dividends than MLVOX: FWWMX (1.41) vs MLVOX (0.74). 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 : 5.28 vs. MLVOX (-7.18). FWWMX return over 5 years is better than : 51.47 vs. MLVOX (15.08).
| 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 | 11.480 | 9.249 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 348M | 60,057% |
| Annual Yield % from dividends | 1.41 | 0.74 | 192% |
| Returns for 1 year | 5.28 | -7.18 | -74% |
| Returns for 3 years | 33.88 | 6.12 | 554% |
| Returns for 5 years | 51.47 | 15.08 | 341% |
| Returns for 10 years | N/A | 90.34 | - |
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