MLVHX
Price
$19.56
Change
+$0.11 (+0.57%)
Updated
Jul 3 closing price
Net Assets
357.95M
RWMFX
Price
$64.56
Change
+$0.53 (+0.83%)
Updated
Jul 3 closing price
Net Assets
202.05B
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MLVHX vs RWMFX

Header iconMLVHX vs RWMFX Comparison
Open Charts MLVHX vs RWMFXBanner chart's image
MFS Low Volatility Equity I
Price$19.56
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MLVHX vs RWMFX Comparison Chart in %
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MLVHX vs. RWMFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B 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: 31.00 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 : 7.88 vs. MLVHX (-1.48). RWMFX return over 5 years is better than : 56.79 vs. MLVHX (28.94).
MLVHXRWMFXMLVHX / RWMFX
Total Expense Ratio0.640.31206%
Annual Report Gross Expense Ratio0.690.31223%
Fund Existence12 years23 years-
Gain YTD5.8805.739102%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets358M202B0%
Annual Yield % from dividends1.201.4881%
Returns for 1 year-1.487.88-19%
Returns for 3 years4.6532.2014%
Returns for 5 years28.9456.7951%
Returns for 10 years87.5671.15123%
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