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MLVAX vs RWMFX
MLVAX vs RWMFX Comparison
Open Charts MLVAX vs RWMFX
MFS Low Volatility Equity A
Price$17.78
Change-$2.43 (-12.02%)
VolumeN/A
Net Assets301.47M
American Funds Washington Mutual R5
Price$69.23
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets209.48B
MLVAX vs RWMFX Comparison Chart in %
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MLVAX vs. RWMFX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. MLVAX (301M). RWMFX pays higher dividends than MLVAX: RWMFX (1.38) vs MLVAX (0.94). MLVAX was incepted earlier than RWMFX: MLVAX (12 years) vs RWMFX (24 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 : 7.24 vs. MLVAX (-5.16). RWMFX return over 5 years is better than : 46.09 vs. MLVAX (15.18).
| 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 | 24 years | - |
| Gain YTD | 9.721 | 13.015 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 209B | 0% |
| Annual Yield % from dividends | 0.94 | 1.38 | 68% |
| Returns for 1 year | -5.16 | 7.24 | -71% |
| Returns for 3 years | 3.09 | 34.37 | 9% |
| Returns for 5 years | 15.18 | 46.09 | 33% |
| Returns for 10 years | 90.23 | 85.17 | 106% |
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