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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$65.90
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R4
Price$17.90
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets339.44M
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVRX (339M). FWWMX pays higher dividends than MLVRX: FWWMX (1.38) vs MLVRX (1.14). 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: 29.00 vs. MLVRX (23.00). 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 : 6.42 vs. MLVRX (-4.27). FWWMX return over 5 years is better than : 45.42 vs. MLVRX (2.78).
| 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 | 8.292 | -2.877 | -288% |
| 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 | 1.14 | 121% |
| Returns for 1 year | 6.42 | -4.27 | -151% |
| Returns for 3 years | 33.08 | 5.36 | 617% |
| Returns for 5 years | 45.42 | 2.78 | 1,632% |
| Returns for 10 years | N/A | 72.06 | - |
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