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MLVRX vs RWEBX
MLVRX vs RWEBX Comparison
Open Charts MLVRX vs RWEBX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R2E
Price$65.42
Change+$0.38 (+0.58%)
VolumeN/A
Net Assets204.51B
MLVRX vs RWEBX Comparison Chart in %
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MLVRX vs. RWEBX commentary
Sep 08, 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 MLVRX is a StrongBuy and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 205B vs. MLVRX (354M). MLVRX pays higher dividends than RWEBX: MLVRX (1.15) vs RWEBX (0.78). MLVRX was incepted earlier than RWEBX: MLVRX (12 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than MLVRX (0.69). RWEBX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than RWEBX: MLVRX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 6.87 vs. MLVRX (-4.41). RWEBX return over 5 years is better than : 46.37 vs. MLVRX (23.56).
| MLVRX | RWEBX | MLVRX / RWEBX | |
| Total Expense Ratio | 0.64 | 1.06 | 60% |
| Annual Report Gross Expense Ratio | 0.69 | 1.06 | 65% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.398 | 7.404 | 113% |
| 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 | 1.15 | 0.78 | 148% |
| Returns for 1 year | -4.41 | 6.87 | -64% |
| Returns for 3 years | 7.52 | 31.90 | 24% |
| Returns for 5 years | 23.56 | 46.37 | 51% |
| Returns for 10 years | 103.25 | 76.91 | 134% |
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