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FULVX vs RWMEX
FULVX vs RWMEX Comparison
Open Charts FULVX vs RWMEX
Fidelity U.S. Low Volatility Equity
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$64.87
Change+$0.39 (+0.60%)
VolumeN/A
CapitalizationN/A
FULVX vs RWMEX Comparison Chart
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FULVX vs. RWMEX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 193B vs. FULVX (42.8M). RWMEX pays higher dividends than FULVX: RWMEX (1.45) vs FULVX (1.00). FULVX was incepted earlier than RWMEX: FULVX (5 years) vs RWMEX (23 years). FULVX is a more actively managed with annual turnover of: 69.00 vs. RWMEX (30.00). 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 : 22.98 vs. RWMEX (18.73). RWMEX return over 5 years is better than : 40.57 vs. FULVX (30.93).
| FULVX | RWMEX | FULVX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 19.757 | 15.351 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 193B | 0% |
| Annual Yield % from dividends | 1.00 | 1.45 | 69% |
| Returns for 1 year | 22.98 | 18.73 | 123% |
| Returns for 3 years | 7.63 | 12.35 | 62% |
| Returns for 5 years | 30.93 | 40.57 | 76% |
| Returns for 10 years | N/A | 58.11 | - |
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