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MLVAX vs RWMFX
MLVAX vs RWMFX Comparison
Open Charts MLVAX vs RWMFX
MFS Low Volatility Equity A
Price$19.65
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
MLVAX vs RWMFX Comparison Chart in %
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MLVAX vs. RWMFX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B 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: 29.00 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 : 9.60 vs. MLVAX (-2.58). RWMFX return over 5 years is better than : 54.74 vs. MLVAX (24.38).
| MLVAX | RWMFX | MLVAX / RWMFX | |
| Total Expense Ratio | 0.89 | 0.31 | 287% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 6.416 | 7.001 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 204B | 0% |
| Annual Yield % from dividends | 0.96 | 1.48 | 65% |
| Returns for 1 year | -2.58 | 9.60 | -27% |
| Returns for 3 years | 3.96 | 32.33 | 12% |
| Returns for 5 years | 24.38 | 54.74 | 45% |
| Returns for 10 years | 81.65 | 72.42 | 113% |
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