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FULVX vs RWMFX
FULVX vs RWMFX Comparison
Open Charts FULVX vs RWMFX
Fidelity U.S. Low Volatility Equity
Price$11.85
Change-$0.09 (-0.75%)
VolumeN/A
Net Assets37.13M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets200.46B
FULVX vs RWMFX Comparison Chart in %
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FULVX vs. RWMFX commentary
Jul 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 200B vs. FULVX (37.1M). RWMFX pays higher dividends than FULVX: RWMFX (1.48) vs FULVX (0.83). FULVX was incepted earlier than RWMFX: FULVX (6 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). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. FULVX (3.93). RWMFX return over 5 years is better than : 56.79 vs. FULVX (27.15).
| FULVX | RWMFX | FULVX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.64 | 0.31 | 206% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.122 | 5.739 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.1M | 200B | 0% |
| Annual Yield % from dividends | 0.83 | 1.48 | 56% |
| Returns for 1 year | 3.93 | 7.88 | 50% |
| Returns for 3 years | 20.00 | 32.20 | 62% |
| Returns for 5 years | 27.15 | 56.79 | 48% |
| Returns for 10 years | N/A | 71.15 | - |
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