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MDFSX vs RWMHX
MDFSX vs RWMHX Comparison
Open Charts MDFSX vs RWMHX
Manning & Napier Disciplined Value S
Price$8.11
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets145.8M
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
MDFSX vs RWMHX Comparison Chart in %
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MDFSX vs. RWMHX commentary
Oct 19, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. MDFSX (146M). MDFSX pays higher dividends than RWMHX: MDFSX (1.88) vs RWMHX (1.33). 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 : 3.99 vs. MDFSX (-3.16). RWMHX return over 5 years is better than : 49.64 vs. MDFSX (25.26).
| 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 | 8.999 | 9.663 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 206B | 0% |
| Annual Yield % from dividends | 1.88 | 1.33 | 141% |
| Returns for 1 year | -3.16 | 3.99 | -79% |
| Returns for 3 years | 12.85 | 41.40 | 31% |
| Returns for 5 years | 25.26 | 49.64 | 51% |
| Returns for 10 years | -9.60 | N/A | - |