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MLVMX vs RWMEX
MLVMX vs RWMEX Comparison
Open Charts MLVMX vs RWMEX
MFS Low Volatility Equity R1
Price$19.87
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R4
Price$65.68
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVMX vs RWMEX Comparison Chart in %
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MLVMX 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 MLVMX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 205B vs. MLVMX (354M). RWMEX pays higher dividends than MLVMX: RWMEX (1.18) vs MLVMX (0.26). MLVMX was incepted earlier than RWMEX: MLVMX (12 years) vs RWMEX (23 years). MLVMX (1.69) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVMX (25.00). MLVMX has a lower initial minimum investment than RWMEX: MLVMX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 7.57 vs. MLVMX (-5.45). RWMEX return over 5 years is better than : 48.96 vs. MLVMX (17.35).
| MLVMX | RWMEX | MLVMX / RWMEX | |
| Total Expense Ratio | 1.64 | 0.60 | 273% |
| Annual Report Gross Expense Ratio | 1.69 | 0.60 | 282% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 7.572 | 7.966 | 95% |
| 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 | 0.26 | 1.18 | 22% |
| Returns for 1 year | -5.45 | 7.57 | -72% |
| Returns for 3 years | 4.18 | 33.66 | 12% |
| Returns for 5 years | 17.35 | 48.96 | 35% |
| Returns for 10 years | 83.76 | 80.73 | 104% |
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