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FULVX vs RWMFX
FULVX vs RWMFX Comparison
Open Charts FULVX vs RWMFX
Fidelity U.S. Low Volatility Equity
Price$12.79
Change+$0.09 (+0.71%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.36
Change+$0.40 (+0.62%)
VolumeN/A
CapitalizationN/A
FULVX vs RWMFX Comparison Chart
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FULVX vs. RWMFX 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 RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. FULVX (42.8M). RWMFX pays higher dividends than FULVX: RWMFX (1.70) vs FULVX (1.00). FULVX was incepted earlier than RWMFX: FULVX (5 years) vs RWMFX (23 years). FULVX is a more actively managed with annual turnover of: 69.00 vs. RWMFX (30.00). 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 : 22.98 vs. RWMFX (19.12). RWMFX return over 5 years is better than : 41.91 vs. FULVX (30.93).
| FULVX | RWMFX | FULVX / RWMFX | |
| 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 | 15.693 | 126% |
| 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 | 1.70 | 59% |
| Returns for 1 year | 22.98 | 19.12 | 120% |
| Returns for 3 years | 7.63 | 13.14 | 58% |
| Returns for 5 years | 30.93 | 41.91 | 74% |
| Returns for 10 years | N/A | 60.13 | - |
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