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MLVRX vs RWMFX
MLVRX vs RWMFX Comparison
Open Charts MLVRX vs RWMFX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets354.22M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
MLVRX vs RWMFX Comparison Chart in %
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MLVRX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. MLVRX (354M). RWMFX pays higher dividends than MLVRX: RWMFX (1.43) vs MLVRX (1.15). 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: 29.00 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 : 7.95 vs. MLVRX (-4.41). RWMFX return over 5 years is better than : 50.81 vs. MLVRX (23.56).
| 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 | 8.398 | 8.213 | 102% |
| 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 | 1.43 | 80% |
| Returns for 1 year | -4.41 | 7.95 | -55% |
| Returns for 3 years | 7.52 | 34.82 | 22% |
| Returns for 5 years | 23.56 | 50.81 | 46% |
| Returns for 10 years | 103.25 | 83.34 | 124% |
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