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MLVMX vs RWMFX
MLVMX vs RWMFX Comparison
Open Charts MLVMX vs RWMFX
MFS Low Volatility Equity R1
Price$19.87
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
MLVMX vs RWMFX Comparison Chart in %
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MLVMX 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 MLVMX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. MLVMX (354M). RWMFX pays higher dividends than MLVMX: RWMFX (1.43) vs MLVMX (0.26). 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 : 7.95 vs. MLVMX (-5.45). RWMFX return over 5 years is better than : 50.81 vs. MLVMX (17.35).
| 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 | 7.572 | 8.213 | 92% |
| 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 | 1.43 | 18% |
| Returns for 1 year | -5.45 | 7.95 | -69% |
| Returns for 3 years | 4.18 | 34.82 | 12% |
| Returns for 5 years | 17.35 | 50.81 | 34% |
| Returns for 10 years | 83.76 | 83.34 | 101% |
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