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FWWMX vs MLVPX
FWWMX vs MLVPX Comparison
Open Charts FWWMX vs MLVPX
American Funds Washington Mutual 529-F-3
Price$65.90
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R3
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets339.44M
FWWMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVPX (339M). FWWMX pays higher dividends than MLVPX: FWWMX (1.38) vs MLVPX (0.93). FWWMX was incepted earlier than MLVPX: FWWMX (5 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVPX (23.00). MLVPX has a lower initial minimum investment than FWWMX: MLVPX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 6.42 vs. MLVPX (-4.36). FWWMX return over 5 years is better than : 45.42 vs. MLVPX (1.75).
| FWWMX | MLVPX | FWWMX / MLVPX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 8.292 | -2.972 | -279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 339M | 61,652% |
| Annual Yield % from dividends | 1.38 | 0.93 | 148% |
| Returns for 1 year | 6.42 | -4.36 | -147% |
| Returns for 3 years | 33.08 | 4.78 | 693% |
| Returns for 5 years | 45.42 | 1.75 | 2,592% |
| Returns for 10 years | N/A | 68.32 | - |
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