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MLVBX vs RWMFX
MLVBX vs RWMFX Comparison
Open Charts MLVBX vs RWMFX
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MLVBX vs RWMFX Comparison Chart
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MLVBX vs. RWMFX commentary
Jun 15, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. MLVBX (352M). RWMFX pays higher dividends than MLVBX: RWMFX (1.47) vs MLVBX (0.13). 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 : 4.65 vs. MLVBX (-4.81). RWMFX return over 5 years is better than : 51.87 vs. MLVBX (22.96).
| MLVBX | RWMFX | MLVBX / RWMFX | |
| Total Expense Ratio | 1.64 | 0.31 | 529% |
| Annual Report Gross Expense Ratio | 1.69 | 0.31 | 545% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.685 | 1.465 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 194B | 0% |
| Annual Yield % from dividends | 0.13 | 1.47 | 9% |
| Returns for 1 year | -4.81 | 4.65 | -103% |
| Returns for 3 years | 4.43 | 24.78 | 18% |
| Returns for 5 years | 22.96 | 51.87 | 44% |
| Returns for 10 years | 68.41 | 61.07 | 112% |
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