Interact to see
Advertisement
Advertisement
MLVTX vs RWMFX
MLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFX
MFS Low Volatility Equity R6
Price$19.72
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets353.13M
American Funds Washington Mutual R5
Price$65.43
Change-$0.15 (-0.23%)
VolumeN/A
Net Assets203.49B
MLVTX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. RWMFX commentary
Aug 17, 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: 203B vs. MLVTX (353M). RWMFX pays higher dividends than MLVTX: RWMFX (1.46) 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 : 6.61 vs. MLVTX (-4.17). RWMFX return over 5 years is better than : 49.87 vs. MLVTX (22.13).
| 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 | 7.164 | 93% |
| 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 | 1.27 | 1.46 | 87% |
| Returns for 1 year | -4.17 | 6.61 | -63% |
| Returns for 3 years | -2.15 | 24.20 | -9% |
| Returns for 5 years | 22.13 | 49.87 | 44% |
| Returns for 10 years | 83.70 | 70.91 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JEMB | 52.81 | 0.35 | +0.66% |
| Janus Henderson Em Mkts Dbt Hrd Ccy ETF | |||
| FCSH | 24.37 | N/A | N/A |
| Federated Hermes Short Duration Corp ETF | |||
| HAPY | 24.21 | N/A | N/A |
| Harbor Human Capital Factor Uncons ETF | |||
| IBTI | 22.32 | -0.02 | -0.09% |
| iShares iBonds Dec 2028 Term Treasury ETF | |||
| BRTR | 50.38 | -0.09 | -0.18% |
| iShares Total Return Active ETF | |||