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MLVRX vs RWMFX
MLVRX vs RWMFX Comparison
Open Charts MLVRX vs RWMFX
MFS Low Volatility Equity R4
Price$19.70
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
American Funds Washington Mutual R5
Price$65.43
Change-$0.15 (-0.23%)
VolumeN/A
Net Assets203.49B
MLVRX vs RWMFX Comparison Chart in %
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MLVRX vs. RWMFX commentary
Aug 18, 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: 203B vs. MLVRX (353M). RWMFX pays higher dividends than MLVRX: RWMFX (1.46) 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: 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 : 6.61 vs. MLVRX (-4.31). RWMFX return over 5 years is better than : 49.87 vs. MLVRX (22.97).
| 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 | 6.559 | 7.164 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 203B | 0% |
| Annual Yield % from dividends | 1.18 | 1.46 | 80% |
| Returns for 1 year | -4.31 | 6.61 | -65% |
| Returns for 3 years | -1.83 | 24.20 | -8% |
| Returns for 5 years | 22.97 | 49.87 | 46% |
| Returns for 10 years | 88.00 | 70.91 | 124% |
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