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FWWMX vs MLVRX
FWWMX vs MLVRX Comparison
Open Charts FWWMX vs MLVRX
American Funds Washington Mutual 529-F-3
Price$65.35
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
MFS Low Volatility Equity R4
Price$19.70
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
FWWMX vs MLVRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B vs. MLVRX (358M). FWWMX pays higher dividends than MLVRX: FWWMX (1.47) vs MLVRX (1.18). 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 : 9.59 vs. MLVRX (-2.35).
| 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 | 6.996 | 6.559 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 358M | 56,983% |
| Annual Yield % from dividends | 1.47 | 1.18 | 125% |
| Returns for 1 year | 9.59 | -2.35 | -408% |
| Returns for 3 years | 34.02 | 5.26 | 647% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | 90.90 | - |
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