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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets209.48B
MFS Low Volatility Equity R6
Price$17.78
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets338.11M
FWWMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 209B vs. MLVTX (338M). FWWMX pays higher dividends than MLVTX: FWWMX (1.38) vs MLVTX (1.22). FWWMX was incepted earlier than MLVTX: FWWMX (5 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FWWMX (0.31). FWWMX is a more actively managed with annual turnover of: 29.00 vs. MLVTX (23.00). MLVTX has a lower initial minimum investment than FWWMX: MLVTX (0) vs FWWMX (250). FWWMX annual gain was more profitable for investors over the last year : 7.59 vs. MLVTX (-4.83). FWWMX return over 5 years is better than : 51.16 vs. MLVTX (16.76).
| FWWMX | MLVTX | FWWMX / MLVTX | |
| Total Expense Ratio | 0.31 | 0.57 | 54% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 13.814 | 10.060 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 338M | 61,834% |
| Annual Yield % from dividends | 1.38 | 1.22 | 112% |
| Returns for 1 year | 7.59 | -4.83 | -157% |
| Returns for 3 years | 34.50 | 4.06 | 850% |
| Returns for 5 years | 51.16 | 16.76 | 305% |
| Returns for 10 years | N/A | 95.47 | - |
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