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MLVAX vs RWMEX
MLVAX vs RWMEX Comparison
Open Charts MLVAX vs RWMEX
MFS Low Volatility Equity A
Price$19.93
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R4
Price$65.68
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVAX vs RWMEX Comparison Chart in %
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MLVAX vs. RWMEX commentary
Sep 09, 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 MLVAX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 205B vs. MLVAX (354M). RWMEX pays higher dividends than MLVAX: RWMEX (1.18) vs MLVAX (0.94). MLVAX was incepted earlier than RWMEX: MLVAX (12 years) vs RWMEX (23 years). MLVAX (0.94) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVAX (25.00). RWMEX has a lower initial minimum investment than MLVAX: RWMEX (250) vs MLVAX (1000). RWMEX annual gain was more profitable for investors over the last year : 7.57 vs. MLVAX (-4.73). RWMEX return over 5 years is better than : 48.96 vs. MLVAX (20.87).
| MLVAX | RWMEX | MLVAX / RWMEX | |
| Total Expense Ratio | 0.89 | 0.60 | 148% |
| Annual Report Gross Expense Ratio | 0.94 | 0.60 | 157% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.095 | 7.966 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 205B | 0% |
| Annual Yield % from dividends | 0.94 | 1.18 | 80% |
| Returns for 1 year | -4.73 | 7.57 | -62% |
| Returns for 3 years | 6.10 | 33.66 | 18% |
| Returns for 5 years | 20.87 | 48.96 | 43% |
| Returns for 10 years | 93.14 | 80.73 | 115% |
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