MLVBX
Price
$19.49
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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MLVBX vs RWMFX

Header iconMLVBX vs RWMFX Comparison
Open Charts MLVBX vs RWMFXBanner chart's image
MFS Low Volatility Equity B
Price$19.49
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
MLVBX vs RWMFX Comparison Chart in %
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MLVBX vs. RWMFX commentary
Jul 07, 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 RWMFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. MLVBX (358M). RWMFX pays higher dividends than MLVBX: RWMFX (1.48) vs MLVBX (0.19). MLVBX was incepted earlier than RWMFX: MLVBX (12 years) vs RWMFX (23 years). MLVBX (1.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MLVBX (25.00). RWMFX has a lower initial minimum investment than MLVBX: RWMFX (250) vs MLVBX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. MLVBX (-2.49). RWMFX return over 5 years is better than : 56.79 vs. MLVBX (23.78).
MLVBXRWMFXMLVBX / RWMFX
Total Expense Ratio1.640.31529%
Annual Report Gross Expense Ratio1.690.31545%
Fund Existence12 years23 years-
Gain YTD5.3475.73993%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets358M202B0%
Annual Yield % from dividends0.191.4813%
Returns for 1 year-2.497.88-32%
Returns for 3 years2.0532.206%
Returns for 5 years23.7856.7942%
Returns for 10 years73.6871.15104%
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