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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$61.98
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MFS Low Volatility Equity R6
Price$19.15
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FWWMX vs MLVTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 194B vs. MLVTX (352M). FWWMX pays higher dividends than MLVTX: FWWMX (1.46) vs MLVTX (1.21). 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: 31.00 vs. MLVTX (25.00). 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 : 4.66 vs. MLVTX (-3.70).
| 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 | 1.479 | 3.205 | 46% |
| 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 | 1.21 | 121% |
| Returns for 1 year | 4.66 | -3.70 | -126% |
| Returns for 3 years | 26.99 | 7.02 | 384% |
| Returns for 5 years | N/A | 28.55 | - |
| Returns for 10 years | N/A | 82.82 | - |
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