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MLVGX vs RWMEX
MLVGX vs RWMEX Comparison
Open Charts MLVGX vs RWMEX
MFS Low Volatility Equity C
Price$19.79
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R4
Price$65.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVGX vs RWMEX Comparison Chart in %
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MLVGX vs. RWMEX commentary
Sep 08, 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 MLVGX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 205B vs. MLVGX (354M). RWMEX pays higher dividends than MLVGX: RWMEX (1.18) vs MLVGX (0.23). MLVGX was incepted earlier than RWMEX: MLVGX (12 years) vs RWMEX (23 years). MLVGX (1.69) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). RWMEX has a lower initial minimum investment than MLVGX: RWMEX (250) vs MLVGX (1000). RWMEX annual gain was more profitable for investors over the last year : 7.57 vs. MLVGX (-5.52). RWMEX return over 5 years is better than : 48.96 vs. MLVGX (17.10).
| MLVGX | RWMEX | MLVGX / 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 | 7.548 | 7.966 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 205B | 0% |
| Annual Yield % from dividends | 0.23 | 1.18 | 20% |
| Returns for 1 year | -5.52 | 7.57 | -73% |
| Returns for 3 years | 3.98 | 33.66 | 12% |
| Returns for 5 years | 17.10 | 48.96 | 35% |
| Returns for 10 years | 81.88 | 80.73 | 101% |
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