MLVTX
Price
$19.58
Change
+$0.11 (+0.56%)
Updated
Jul 3 closing price
Net Assets
357.95M
RWMFX
Price
$64.56
Change
+$0.53 (+0.83%)
Updated
Jul 3 closing price
Net Assets
202.05B
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MLVTX vs RWMFX

Header iconMLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFXBanner chart's image
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
MLVTX vs RWMFX Comparison Chart in %
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MLVTX vs. RWMFX commentary
Jul 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 Buy and RWMFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. MLVTX (358M). RWMFX pays higher dividends than MLVTX: RWMFX (1.48) vs MLVTX (1.27). 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 : 7.88 vs. MLVTX (-1.40). RWMFX return over 5 years is better than : 56.79 vs. MLVTX (29.36).
MLVTXRWMFXMLVTX / RWMFX
Total Expense Ratio0.570.31184%
Annual Report Gross Expense Ratio0.610.31197%
Fund Existence12 years23 years-
Gain YTD5.9155.739103%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets358M202B0%
Annual Yield % from dividends1.271.4886%
Returns for 1 year-1.407.88-18%
Returns for 3 years4.9332.2015%
Returns for 5 years29.3656.7952%
Returns for 10 years88.7771.15125%
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