Interact to see
Advertisement
Advertisement
MLVHX vs RWMFX
MLVHX vs RWMFX Comparison
Open Charts MLVHX vs RWMFX
MFS Low Volatility Equity I
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
MLVHX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVHX vs. RWMFX commentary
Jul 27, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. MLVHX (358M). RWMFX pays higher dividends than MLVHX: RWMFX (1.48) vs MLVHX (1.20). 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 : 9.60 vs. MLVHX (-2.33). RWMFX return over 5 years is better than : 54.74 vs. MLVHX (25.68).
| 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 | 6.583 | 7.001 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 204B | 0% |
| Annual Yield % from dividends | 1.20 | 1.48 | 81% |
| Returns for 1 year | -2.33 | 9.60 | -24% |
| Returns for 3 years | 4.64 | 32.33 | 14% |
| Returns for 5 years | 25.68 | 54.74 | 47% |
| Returns for 10 years | 85.25 | 72.42 | 118% |