Interact to see
Advertisement
Advertisement
MLVGX vs RWMFX
MLVGX vs RWMFX Comparison
Open Charts MLVGX vs RWMFX
MFS Low Volatility Equity C
Price$18.89
Change-$0.25 (-1.31%)
VolumeN/A
Net Assets351.79M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MLVGX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVGX vs. RWMFX commentary
Jun 16, 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: 194B vs. MLVGX (352M). RWMFX pays higher dividends than MLVGX: RWMFX (1.47) vs MLVGX (0.16). 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: 31.00 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 : 4.65 vs. MLVGX (-4.87). RWMFX return over 5 years is better than : 51.87 vs. MLVGX (22.76).
| 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 | 2.666 | 1.465 | 182% |
| 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 | 0.16 | 1.47 | 11% |
| Returns for 1 year | -4.87 | 4.65 | -105% |
| Returns for 3 years | 4.23 | 24.78 | 17% |
| Returns for 5 years | 22.76 | 51.87 | 44% |
| Returns for 10 years | 68.03 | 61.07 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZAPX | 79.09 | -0.84 | -1.05% |
| Fidelity Advisor Stock Sel Z | |||
| FSTLX | 32.59 | -0.36 | -1.09% |
| Federated Hermes MDT Large Cap Value R6 | |||
| CHUSX | 28.75 | -0.39 | -1.34% |
| Alger Global Equity A | |||
| TDFAX | 8.14 | -0.12 | -1.45% |
| Transamerica Sustainable Equity Inc A | |||
| AWSCX | 14.93 | -0.23 | -1.52% |
| Invesco Global Core Equity C | |||