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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$64.59
Change+$0.54 (+0.84%)
VolumeN/A
Net Assets202.05B
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
FWWMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 202B vs. MLVTX (358M). FWWMX pays higher dividends than MLVTX: FWWMX (1.47) vs MLVTX (1.27). 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 : 7.88 vs. MLVTX (-1.40).
| 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 | 5.752 | 5.915 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 358M | 56,425% |
| Annual Yield % from dividends | 1.47 | 1.27 | 116% |
| Returns for 1 year | 7.88 | -1.40 | -564% |
| Returns for 3 years | 33.89 | 4.93 | 688% |
| Returns for 5 years | N/A | 29.36 | - |
| Returns for 10 years | N/A | 88.77 | - |
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