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FULVX vs RWMEX
FULVX vs RWMEX Comparison
Open Charts FULVX vs RWMEX
Fidelity U.S. Low Volatility Equity
Price$12.18
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets37.39M
American Funds Washington Mutual R4
Price$61.31
Change+$0.23 (+0.38%)
VolumeN/A
Net Assets185.91B
FULVX vs RWMEX Comparison Chart
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FULVX vs. RWMEX commentary
May 09, 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: 186B vs. FULVX (37.4M). RWMEX pays higher dividends than FULVX: RWMEX (1.27) vs FULVX (0.55). FULVX was incepted earlier than RWMEX: FULVX (6 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 : 7.90 vs. RWMEX (2.47). RWMEX return over 5 years is better than : 54.01 vs. FULVX (36.23).
| FULVX | RWMEX | FULVX / RWMEX | |
| Total Expense Ratio | 0.64 | 0.61 | 105% |
| Annual Report Gross Expense Ratio | 0.64 | 0.61 | 105% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.949 | 0.704 | 419% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.4M | 186B | 0% |
| Annual Yield % from dividends | 0.55 | 1.27 | 44% |
| Returns for 1 year | 7.90 | 2.47 | 320% |
| Returns for 3 years | 19.21 | 17.29 | 111% |
| Returns for 5 years | 36.23 | 54.01 | 67% |
| Returns for 10 years | N/A | 56.49 | - |