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FULVX vs RWMEX
FULVX vs RWMEX Comparison
Open Charts FULVX vs RWMEX
Fidelity U.S. Low Volatility Equity
Price$11.86
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets37.19M
American Funds Washington Mutual R4
Price$58.04
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets177.38B
FULVX vs RWMEX Comparison Chart
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FULVX vs. RWMEX commentary
Apr 18, 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 FULVX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 177B vs. FULVX (37.2M). RWMEX pays higher dividends than FULVX: RWMEX (1.26) vs FULVX (0.55). FULVX was incepted earlier than RWMEX: FULVX (5 years) vs RWMEX (23 years). FULVX (0.64) and RWMEX (0.61) have similar cost to investors . FULVX is a more actively managed with annual turnover of: 47.00 vs. RWMEX (31.00). FULVX has a lower initial minimum investment than RWMEX: FULVX (0) vs RWMEX (250). FULVX annual gain was more profitable for investors over the last year : 7.49 vs. RWMEX (-0.35). RWMEX return over 5 years is better than : 47.17 vs. FULVX (32.80).
| FULVX | RWMEX | FULVX / RWMEX | |
| Total Expense Ratio | 0.64 | 0.61 | 105% |
| Annual Report Gross Expense Ratio | 0.64 | 0.61 | 105% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.505 | -4.667 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 177B | 0% |
| Annual Yield % from dividends | 0.55 | 1.26 | 43% |
| Returns for 1 year | 7.49 | -0.35 | -2,140% |
| Returns for 3 years | 5.97 | 3.32 | 180% |
| Returns for 5 years | 32.80 | 47.17 | 70% |
| Returns for 10 years | N/A | 48.18 | - |
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