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MLVHX vs RWMEX
MLVHX vs RWMEX Comparison
Open Charts MLVHX vs RWMEX
MFS Low Volatility Equity I
Price$20.03
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R4
Price$65.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVHX vs RWMEX Comparison Chart in %
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MLVHX vs. RWMEX commentary
Sep 09, 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 MLVHX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 205B vs. MLVHX (354M). RWMEX (1.18) and MLVHX (1.17) have matching dividends . MLVHX was incepted earlier than RWMEX: MLVHX (12 years) vs RWMEX (23 years). MLVHX (0.69) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than RWMEX: MLVHX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 7.57 vs. MLVHX (-4.44). RWMEX return over 5 years is better than : 48.96 vs. MLVHX (22.20).
| MLVHX | RWMEX | MLVHX / RWMEX | |
| Total Expense Ratio | 0.64 | 0.60 | 107% |
| Annual Report Gross Expense Ratio | 0.69 | 0.60 | 115% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.316 | 7.966 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 205B | 0% |
| Annual Yield % from dividends | 1.17 | 1.18 | 99% |
| Returns for 1 year | -4.44 | 7.57 | -59% |
| Returns for 3 years | 6.78 | 33.66 | 20% |
| Returns for 5 years | 22.20 | 48.96 | 45% |
| Returns for 10 years | 97.04 | 80.73 | 120% |
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