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FULVX vs RWMFX
FULVX vs RWMFX Comparison
Open Charts FULVX vs RWMFX
Fidelity U.S. Low Volatility Equity
Price$11.86
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets37.19M
American Funds Washington Mutual R5
Price$58.48
Change-$0.12 (-0.20%)
VolumeN/A
Net Assets177.38B
FULVX vs RWMFX Comparison Chart
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FULVX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 177B vs. FULVX (37.2M). RWMFX pays higher dividends than FULVX: RWMFX (1.53) vs FULVX (0.55). FULVX was incepted earlier than RWMFX: FULVX (5 years) vs RWMFX (23 years). FULVX (0.64) is less costly to investors than RWMFX (0.31). FULVX is a more actively managed with annual turnover of: 47.00 vs. RWMFX (31.00). FULVX has a lower initial minimum investment than RWMFX: FULVX (0) vs RWMFX (250). FULVX annual gain was more profitable for investors over the last year : 7.49 vs. RWMFX (0.00). RWMFX return over 5 years is better than : 48.87 vs. FULVX (32.80).
| FULVX | RWMFX | FULVX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.64 | 0.31 | 206% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.505 | -4.576 | 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 | 1.53 | 36% |
| Returns for 1 year | 7.49 | 0.00 | 421,952% |
| Returns for 3 years | 5.97 | 4.14 | 144% |
| Returns for 5 years | 32.80 | 48.87 | 67% |
| Returns for 10 years | N/A | 50.20 | - |