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MLVMX vs RWMFX
MLVMX vs RWMFX Comparison
Open Charts MLVMX vs RWMFX
MFS Low Volatility Equity R1
Price$19.61
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
MLVMX vs RWMFX Comparison Chart in %
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MLVMX 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 MLVMX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. MLVMX (358M). RWMFX pays higher dividends than MLVMX: RWMFX (1.48) vs MLVMX (0.27). MLVMX was incepted earlier than RWMFX: MLVMX (12 years) vs RWMFX (23 years). MLVMX (1.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. MLVMX (25.00). MLVMX has a lower initial minimum investment than RWMFX: MLVMX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 9.60 vs. MLVMX (-3.30). RWMFX return over 5 years is better than : 54.74 vs. MLVMX (20.80).
| MLVMX | RWMFX | MLVMX / RWMFX | |
| Total Expense Ratio | 1.64 | 0.31 | 529% |
| Annual Report Gross Expense Ratio | 1.69 | 0.31 | 545% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 6.004 | 7.001 | 86% |
| 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 | 0.27 | 1.48 | 18% |
| Returns for 1 year | -3.30 | 9.60 | -34% |
| Returns for 3 years | 2.13 | 32.33 | 7% |
| Returns for 5 years | 20.80 | 54.74 | 38% |
| Returns for 10 years | 72.84 | 72.42 | 101% |