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MLVBX vs RWMEX
MLVBX vs RWMEX Comparison
Open Charts MLVBX vs RWMEX
MFS Low Volatility Equity B
Price$19.98
Change+$0.20 (+1.01%)
VolumeN/A
Net Assets352.61M
American Funds Washington Mutual R4
Price$66.26
Change+$0.42 (+0.64%)
VolumeN/A
Net Assets207.25B
MLVBX vs RWMEX Comparison Chart in %
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MLVBX vs. RWMEX commentary
Sep 29, 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 MLVBX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 207B vs. MLVBX (353M). RWMEX pays higher dividends than MLVBX: RWMEX (1.18) vs MLVBX (0.19). MLVBX was incepted earlier than RWMEX: MLVBX (12 years) vs RWMEX (23 years). MLVBX (1.69) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVBX (25.00). RWMEX has a lower initial minimum investment than MLVBX: RWMEX (250) vs MLVBX (1000). RWMEX annual gain was more profitable for investors over the last year : 5.32 vs. MLVBX (-6.32). RWMEX return over 5 years is better than : 55.60 vs. MLVBX (20.50).
| MLVBX | RWMEX | MLVBX / RWMEX | |
| Total Expense Ratio | 1.64 | 0.60 | 273% |
| Annual Report Gross Expense Ratio | 1.69 | 0.60 | 282% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.044 | 9.491 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 207B | 0% |
| Annual Yield % from dividends | 0.19 | 1.18 | 16% |
| Returns for 1 year | -6.32 | 5.32 | -119% |
| Returns for 3 years | 11.65 | 44.99 | 26% |
| Returns for 5 years | 20.50 | 55.60 | 37% |
| Returns for 10 years | 87.49 | 91.06 | 96% |
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