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MLVRX vs RWMEX
MLVRX vs RWMEX Comparison
Open Charts MLVRX vs RWMEX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R4
Price$65.53
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVRX vs RWMEX Comparison Chart in %
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MLVRX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 205B vs. MLVRX (354M). RWMEX (1.18) and MLVRX (1.15) have matching dividends . MLVRX was incepted earlier than RWMEX: MLVRX (12 years) vs RWMEX (23 years). MLVRX (0.69) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than RWMEX: MLVRX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 7.57 vs. MLVRX (-4.41). RWMEX return over 5 years is better than : 48.96 vs. MLVRX (23.56).
| MLVRX | RWMEX | MLVRX / RWMEX | |
| Total Expense Ratio | 0.64 | 0.60 | 107% |
| Annual Report Gross Expense Ratio | 0.69 | 0.60 | 115% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 8.398 | 7.966 | 105% |
| 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 | 1.18 | 97% |
| Returns for 1 year | -4.41 | 7.57 | -58% |
| Returns for 3 years | 7.52 | 33.66 | 22% |
| Returns for 5 years | 23.56 | 48.96 | 48% |
| Returns for 10 years | 103.25 | 80.73 | 128% |
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