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MLVTX vs RWMFX
MLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFX
MFS Low Volatility Equity R6
Price$19.15
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
MLVTX vs RWMFX Comparison Chart
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MLVTX vs. RWMFX commentary
Jun 16, 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 MLVTX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. MLVTX (352M). RWMFX pays higher dividends than MLVTX: RWMFX (1.47) vs MLVTX (1.21). MLVTX was incepted earlier than RWMFX: MLVTX (12 years) vs RWMFX (23 years). MLVTX (0.61) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MLVTX (25.00). MLVTX has a lower initial minimum investment than RWMFX: MLVTX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 4.65 vs. MLVTX (-3.70). RWMFX return over 5 years is better than : 51.87 vs. MLVTX (28.55).
| MLVTX | RWMFX | MLVTX / RWMFX | |
| Total Expense Ratio | 0.57 | 0.31 | 184% |
| Annual Report Gross Expense Ratio | 0.61 | 0.31 | 197% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.205 | 1.465 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 194B | 0% |
| Annual Yield % from dividends | 1.21 | 1.47 | 82% |
| Returns for 1 year | -3.70 | 4.65 | -80% |
| Returns for 3 years | 7.02 | 24.78 | 28% |
| Returns for 5 years | 28.55 | 51.87 | 55% |
| Returns for 10 years | 82.82 | 61.07 | 136% |
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