Ad is loading...
MFVAX vs RWMFX
MFVAX vs RWMFX Comparison
Open Charts MFVAX vs RWMFX
MassMutual Equity Opports A
Price$13.77
Change+$0.92 (+7.16%)
VolumeN/A
Net Assets437.3M
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
MFVAX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFVAX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. MFVAX (437M). RWMFX pays higher dividends than MFVAX: RWMFX (1.53) vs MFVAX (0.84). MFVAX was incepted earlier than RWMFX: MFVAX (25 years) vs RWMFX (23 years). MFVAX (1.26) is less costly to investors than RWMFX (0.31). MFVAX (31.00) and RWMFX (31.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than MFVAX: RWMFX (250) vs MFVAX (1000). RWMFX annual gain was more profitable for investors over the last year : -8.19 vs. MFVAX (-16.46). RWMFX return over 5 years is better than : 44.88 vs. MFVAX (-3.95).
| MFVAX | RWMFX | MFVAX / RWMFX | |
| Total Expense Ratio | 1.26 | 0.31 | 406% |
| Annual Report Gross Expense Ratio | 1.26 | 0.31 | 406% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | -9.951 | -9.504 | 105% |
| 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 | 1.53 | 55% |
| Returns for 1 year | -16.46 | -8.19 | 201% |
| Returns for 3 years | -25.18 | -2.62 | 962% |
| Returns for 5 years | -3.95 | 44.88 | -9% |
| Returns for 10 years | -34.24 | 42.44 | -81% |
View a ticker or compare two or three
VS
VS
Ad is loading...