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MLVTX vs RWMFX
MLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFX
MFS Low Volatility Equity R6
Price$20.06
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.04B
MLVTX vs RWMFX Comparison Chart in %
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MLVTX vs. RWMFX commentary
Sep 07, 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: 204B vs. MLVTX (356M). RWMFX pays higher dividends than MLVTX: RWMFX (1.43) vs MLVTX (1.24). 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: 29.00 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 : 7.95 vs. MLVTX (-4.26). RWMFX return over 5 years is better than : 50.81 vs. MLVTX (22.79).
| 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 | 8.512 | 8.213 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 204B | 0% |
| Annual Yield % from dividends | 1.24 | 1.43 | 86% |
| Returns for 1 year | -4.26 | 7.95 | -54% |
| Returns for 3 years | 7.16 | 34.82 | 21% |
| Returns for 5 years | 22.79 | 50.81 | 45% |
| Returns for 10 years | 98.60 | 83.34 | 118% |
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