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FULVX vs RWMFX
FULVX vs RWMFX Comparison
Open Charts FULVX vs RWMFX
Fidelity U.S. Low Volatility Equity
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets36.85M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
FULVX vs RWMFX Comparison Chart in %
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FULVX vs. RWMFX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FULVX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. FULVX (36.8M). RWMFX pays higher dividends than FULVX: RWMFX (1.43) vs FULVX (0.82). FULVX was incepted earlier than RWMFX: FULVX (6 years) vs RWMFX (23 years). FULVX (0.82) is less costly to investors than RWMFX (0.31). FULVX is a more actively managed with annual turnover of: 84.00 vs. RWMFX (29.00). FULVX has a lower initial minimum investment than RWMFX: FULVX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. FULVX (-1.20). RWMFX return over 5 years is better than : 50.81 vs. FULVX (21.91).
| FULVX | RWMFX | FULVX / RWMFX | |
| Total Expense Ratio | 0.70 | 0.31 | 226% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.220 | 8.213 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 205B | 0% |
| Annual Yield % from dividends | 0.82 | 1.43 | 57% |
| Returns for 1 year | -1.20 | 7.95 | -15% |
| Returns for 3 years | 23.13 | 34.82 | 66% |
| Returns for 5 years | 21.91 | 50.81 | 43% |
| Returns for 10 years | N/A | 83.34 | - |
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