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MLVRX vs RWMFX
MLVRX vs RWMFX Comparison
Open Charts MLVRX vs RWMFX
MFS Low Volatility Equity R4
Price$19.57
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MLVRX vs RWMFX Comparison Chart in %
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MLVRX vs. RWMFX commentary
Jul 06, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. MLVRX (358M). RWMFX pays higher dividends than MLVRX: RWMFX (1.48) vs MLVRX (1.18). MLVRX was incepted earlier than RWMFX: MLVRX (12 years) vs RWMFX (23 years). MLVRX (0.69) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MLVRX (25.00). MLVRX has a lower initial minimum investment than RWMFX: MLVRX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. MLVRX (-1.50). RWMFX return over 5 years is better than : 56.79 vs. MLVRX (30.24).
| MLVRX | RWMFX | MLVRX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.856 | 5.739 | 102% |
| 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 | 1.18 | 1.48 | 80% |
| Returns for 1 year | -1.50 | 7.88 | -19% |
| Returns for 3 years | 5.27 | 32.20 | 16% |
| Returns for 5 years | 30.24 | 56.79 | 53% |
| Returns for 10 years | 93.28 | 71.15 | 131% |
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