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MLVOX vs RWMFX
MLVOX vs RWMFX Comparison
Open Charts MLVOX vs RWMFX
MFS Low Volatility Equity R2
Price$19.66
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MLVOX vs RWMFX Comparison Chart in %
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MLVOX 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 MLVOX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. MLVOX (358M). RWMFX pays higher dividends than MLVOX: RWMFX (1.48) vs MLVOX (0.73). MLVOX was incepted earlier than RWMFX: MLVOX (12 years) vs RWMFX (23 years). MLVOX (1.19) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MLVOX (25.00). MLVOX has a lower initial minimum investment than RWMFX: MLVOX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. MLVOX (-1.91). RWMFX return over 5 years is better than : 56.79 vs. MLVOX (27.26).
| MLVOX | RWMFX | MLVOX / RWMFX | |
| Total Expense Ratio | 1.14 | 0.31 | 368% |
| Annual Report Gross Expense Ratio | 1.19 | 0.31 | 384% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.606 | 5.739 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 202B | 0% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | -1.91 | 7.88 | -24% |
| Returns for 3 years | 3.86 | 32.20 | 12% |
| Returns for 5 years | 27.26 | 56.79 | 48% |
| Returns for 10 years | 84.48 | 71.15 | 119% |
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