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MLVGX vs RWMFX
MLVGX vs RWMFX Comparison
Open Charts MLVGX vs RWMFX
MFS Low Volatility Equity C
Price$19.79
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVGX vs RWMFX Comparison Chart in %
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MLVGX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. MLVGX (354M). RWMFX pays higher dividends than MLVGX: RWMFX (1.43) vs MLVGX (0.23). MLVGX was incepted earlier than RWMFX: MLVGX (12 years) vs RWMFX (23 years). MLVGX (1.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. MLVGX (25.00). RWMFX has a lower initial minimum investment than MLVGX: RWMFX (250) vs MLVGX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. MLVGX (-5.52). RWMFX return over 5 years is better than : 50.81 vs. MLVGX (17.10).
| MLVGX | RWMFX | MLVGX / 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 | 7.548 | 8.213 | 92% |
| 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 | 1.43 | 16% |
| Returns for 1 year | -5.52 | 7.95 | -69% |
| Returns for 3 years | 3.98 | 34.82 | 11% |
| Returns for 5 years | 17.10 | 50.81 | 34% |
| Returns for 10 years | 81.88 | 83.34 | 98% |
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