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FWWMX vs MLVPX
FWWMX vs MLVPX Comparison
Open Charts FWWMX vs MLVPX
American Funds Washington Mutual 529-F-3
Price$66.89
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
MFS Low Volatility Equity R3
Price$20.09
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
FWWMX vs MLVPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVPX (345M). FWWMX pays higher dividends than MLVPX: FWWMX (1.41) vs MLVPX (0.96). 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 (25.00). 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 : 3.95 vs. MLVPX (-6.96). FWWMX return over 5 years is better than : 49.35 vs. MLVPX (16.45).
| 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 | 9.919 | 9.454 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 345M | 60,580% |
| Annual Yield % from dividends | 1.41 | 0.96 | 148% |
| Returns for 1 year | 3.95 | -6.96 | -57% |
| Returns for 3 years | 32.88 | 6.82 | 482% |
| Returns for 5 years | 49.35 | 16.45 | 300% |
| Returns for 10 years | N/A | 95.06 | - |