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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$65.35
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
MFS Low Volatility Equity R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets357.66M
FWWMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 204B 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: 29.00 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 : 9.59 vs. MLVTX (-2.20).
| 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 | 6.996 | 6.673 | 105% |
| 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 | 1.27 | 116% |
| Returns for 1 year | 9.59 | -2.20 | -436% |
| Returns for 3 years | 34.02 | 4.91 | 692% |
| Returns for 5 years | N/A | 26.16 | - |
| Returns for 10 years | N/A | 86.53 | - |
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