MLVAX
Price
$19.52
Change
+$0.11 (+0.57%)
Updated
Jul 3 closing price
Net Assets
357.95M
RWMFX
Price
$64.56
Change
+$0.53 (+0.83%)
Updated
Jul 3 closing price
Net Assets
202.05B
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MLVAX vs RWMFX

Header iconMLVAX vs RWMFX Comparison
Open Charts MLVAX vs RWMFXBanner chart's image
MFS Low Volatility Equity A
Price$19.52
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MLVAX vs RWMFX Comparison Chart in %
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MLVAX vs. RWMFX commentary
Jul 06, 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 Buy and RWMFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. MLVAX (358M). RWMFX pays higher dividends than MLVAX: RWMFX (1.48) vs MLVAX (0.96). MLVAX was incepted earlier than RWMFX: MLVAX (12 years) vs RWMFX (23 years). MLVAX (0.94) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MLVAX (25.00). RWMFX has a lower initial minimum investment than MLVAX: RWMFX (250) vs MLVAX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. MLVAX (-1.78). RWMFX return over 5 years is better than : 56.79 vs. MLVAX (27.53).
MLVAXRWMFXMLVAX / RWMFX
Total Expense Ratio0.890.31287%
Annual Report Gross Expense Ratio0.940.31303%
Fund Existence12 years23 years-
Gain YTD5.7125.739100%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets358M202B0%
Annual Yield % from dividends0.961.4865%
Returns for 1 year-1.787.88-23%
Returns for 3 years3.9732.2012%
Returns for 5 years27.5356.7948%
Returns for 10 years83.9271.15118%
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