Interact to see
Advertisement
Advertisement
MLVTX vs RWMFX
MLVTX vs RWMFX Comparison
Open Charts MLVTX vs RWMFX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 5.915 | 5.739 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 202B | 0% |
| Annual Yield % from dividends | 1.27 | 1.48 | 86% |
| Returns for 1 year | -1.40 | 7.88 | -18% |
| Returns for 3 years | 4.93 | 32.20 | 15% |
| Returns for 5 years | 29.36 | 56.79 | 52% |
| Returns for 10 years | 88.77 | 71.15 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers