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FWWMX vs MLVTX
FWWMX vs MLVTX Comparison
Open Charts FWWMX vs MLVTX
American Funds Washington Mutual 529-F-3
Price$66.59
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
MFS Low Volatility Equity R6
Price$18.08
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets339.04M
FWWMX vs MLVTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWWMX has more cash in the bank: 208B vs. MLVTX (339M). FWWMX pays higher dividends than MLVTX: FWWMX (1.47) vs MLVTX (1.30). 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 : 10.50 vs. MLVTX (-1.28). FWWMX return over 5 years is better than : 42.32 vs. MLVTX (2.05).
| 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 | 2.286 | 1.297 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 339M | 61,357% |
| Annual Yield % from dividends | 1.47 | 1.30 | 113% |
| Returns for 1 year | 10.50 | -1.28 | -818% |
| Returns for 3 years | 31.90 | 3.92 | 814% |
| Returns for 5 years | 42.32 | 2.05 | 2,066% |
| Returns for 10 years | N/A | 81.20 | - |
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