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MDFSX vs RWMHX
MDFSX vs RWMHX Comparison
Open Charts MDFSX vs RWMHX
Manning & Napier Disciplined Value S
Price$8.52
Change+$0.12 (+1.43%)
VolumeN/A
Net Assets149.48M
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
MDFSX vs RWMHX Comparison Chart in %
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MDFSX vs. RWMHX commentary
Dec 04, 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 MDFSX is a Buy and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. MDFSX (149M). MDFSX pays higher dividends than RWMHX: MDFSX (1.83) vs RWMHX (1.30). MDFSX was incepted earlier than RWMHX: MDFSX (14 years) vs RWMHX (10 years). MDFSX (0.75) is less costly to investors than RWMHX (0.41). MDFSX is a more actively managed with annual turnover of: 58.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than MDFSX: RWMHX (250) vs MDFSX (2000). RWMHX annual gain was more profitable for investors over the last year : 5.31 vs. MDFSX (-0.82). RWMHX return over 5 years is better than : 43.06 vs. MDFSX (20.71).
| MDFSX | RWMHX | MDFSX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 0.75 | 0.41 | 183% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 14.509 | 12.296 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 209B | 0% |
| Annual Yield % from dividends | 1.83 | 1.30 | 141% |
| Returns for 1 year | -0.82 | 5.31 | -15% |
| Returns for 3 years | 4.92 | 29.98 | 16% |
| Returns for 5 years | 20.71 | 43.06 | 48% |
| Returns for 10 years | -8.02 | 77.19 | -10% |
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