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MLVBX vs RWMFX
MLVBX vs RWMFX Comparison
Open Charts MLVBX vs RWMFX
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.
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).
| 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 | 5.347 | 5.739 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 202B | 0% |
| Annual Yield % from dividends | 0.19 | 1.48 | 13% |
| Returns for 1 year | -2.49 | 7.88 | -32% |
| Returns for 3 years | 2.05 | 32.20 | 6% |
| Returns for 5 years | 23.78 | 56.79 | 42% |
| Returns for 10 years | 73.68 | 71.15 | 104% |
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