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MFVAX vs RWMEX
MFVAX vs RWMEX Comparison
Open Charts MFVAX vs RWMEX
MassMutual Equity Opports A
Price$13.77
Change+$0.92 (+7.16%)
VolumeN/A
Net Assets437.3M
American Funds Washington Mutual R4
Price$59.30
Change+$4.25 (+7.72%)
VolumeN/A
Net Assets167.99B
MFVAX vs RWMEX Comparison Chart
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MFVAX vs. RWMEX commentary
Apr 11, 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 MFVAX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 168B vs. MFVAX (437M). RWMEX pays higher dividends than MFVAX: RWMEX (1.26) vs MFVAX (0.84). MFVAX was incepted earlier than RWMEX: MFVAX (25 years) vs RWMEX (23 years). MFVAX (1.26) is less costly to investors than RWMEX (0.61). MFVAX (31.00) and RWMEX (31.00) have comparable annual turnover. RWMEX has a lower initial minimum investment than MFVAX: RWMEX (250) vs MFVAX (1000). RWMEX annual gain was more profitable for investors over the last year : -8.52 vs. MFVAX (-16.46). RWMEX return over 5 years is better than : 43.22 vs. MFVAX (-3.95).
| MFVAX | RWMEX | MFVAX / RWMEX | |
| Total Expense Ratio | 1.26 | 0.61 | 207% |
| Annual Report Gross Expense Ratio | 1.26 | 0.61 | 207% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | -9.951 | -9.579 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 437M | 168B | 0% |
| Annual Yield % from dividends | 0.84 | 1.26 | 67% |
| Returns for 1 year | -16.46 | -8.52 | 193% |
| Returns for 3 years | -25.18 | -3.37 | 748% |
| Returns for 5 years | -3.95 | 43.22 | -9% |
| Returns for 10 years | -34.24 | 40.51 | -85% |
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