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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$68.41
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R4
Price$20.33
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets345.31M
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVRX (345M). 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 (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 : 4.75 vs. MLVRX (-7.11). FWWMX return over 5 years is better than : 48.63 vs. MLVRX (17.55).
| 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 | 11.858 | 10.091 | 118% |
| 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 | 1.38 | 1.14 | 121% |
| Returns for 1 year | 4.75 | -7.11 | -67% |
| Returns for 3 years | 30.80 | 3.01 | 1,024% |
| Returns for 5 years | 48.63 | 17.55 | 277% |
| Returns for 10 years | N/A | 93.87 | - |
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