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MLVTX vs RWMFX
MLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFX
MFS Low Volatility Equity R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets357.66M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
MLVTX vs RWMFX Comparison Chart in %
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MLVTX vs. RWMFX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B 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: 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 : 9.60 vs. MLVTX (-2.20). RWMFX return over 5 years is better than : 54.74 vs. MLVTX (26.16).
| 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 | 6.673 | 7.001 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 204B | 0% |
| Annual Yield % from dividends | 1.27 | 1.48 | 86% |
| Returns for 1 year | -2.20 | 9.60 | -23% |
| Returns for 3 years | 4.91 | 32.33 | 15% |
| Returns for 5 years | 26.16 | 54.74 | 48% |
| Returns for 10 years | 86.53 | 72.42 | 119% |