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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$61.98
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FWWMX vs MLVRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 194B vs. MLVRX (352M). FWWMX pays higher dividends than MLVRX: FWWMX (1.46) vs MLVRX (1.12). FWWMX was incepted earlier than MLVRX: FWWMX (5 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 31.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than FWWMX: MLVRX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 4.66 vs. MLVRX (-3.85).
| FWWMX | MLVRX | FWWMX / MLVRX | |
| Total Expense Ratio | 0.31 | 0.64 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.69 | 45% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.479 | 3.113 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 352M | 55,114% |
| Annual Yield % from dividends | 1.46 | 1.12 | 131% |
| Returns for 1 year | 4.66 | -3.85 | -121% |
| Returns for 3 years | 26.99 | 7.69 | 351% |
| Returns for 5 years | N/A | 29.43 | - |
| Returns for 10 years | N/A | 87.73 | - |
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