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MLVHX vs RWMFX
MLVHX vs RWMFX Comparison
Open Charts MLVHX vs RWMFX
MFS Low Volatility Equity I
Price$20.03
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVHX vs RWMFX Comparison Chart in %
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MLVHX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. MLVHX (354M). RWMFX pays higher dividends than MLVHX: RWMFX (1.43) vs MLVHX (1.17). MLVHX was incepted earlier than RWMFX: MLVHX (12 years) vs RWMFX (23 years). MLVHX (0.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. MLVHX (25.00). MLVHX has a lower initial minimum investment than RWMFX: MLVHX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. MLVHX (-4.44). RWMFX return over 5 years is better than : 50.81 vs. MLVHX (22.20).
| MLVHX | RWMFX | MLVHX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.316 | 8.213 | 101% |
| 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 | 1.43 | 81% |
| Returns for 1 year | -4.44 | 7.95 | -56% |
| Returns for 3 years | 6.78 | 34.82 | 19% |
| Returns for 5 years | 22.20 | 50.81 | 44% |
| Returns for 10 years | 97.04 | 83.34 | 116% |
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