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MFVSX vs RWMEX
MFVSX vs RWMEX Comparison
Open Charts MFVSX vs RWMEX
MassMutual Equity Opports R5
Price$17.55
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets373.55M
American Funds Washington Mutual R4
Price$64.14
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets201.46B
MFVSX vs RWMEX Comparison Chart in %
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MFVSX vs. RWMEX commentary
Jul 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 MFVSX is a Hold and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 201B vs. MFVSX (374M). RWMEX pays higher dividends than MFVSX: RWMEX (1.21) vs MFVSX (1.04). MFVSX was incepted earlier than RWMEX: MFVSX (25 years) vs RWMEX (23 years). MFVSX (0.86) is less costly to investors than RWMEX (0.60). MFVSX is a more actively managed with annual turnover of: 31.00 vs. RWMEX (29.00). MFVSX has a lower initial minimum investment than RWMEX: MFVSX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 5.58 vs. MFVSX (-6.23). RWMEX return over 5 years is better than : 50.75 vs. MFVSX (10.76).
| MFVSX | RWMEX | MFVSX / RWMEX | |
| Total Expense Ratio | 0.86 | 0.60 | 143% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 3.796 | 5.676 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 201B | 0% |
| Annual Yield % from dividends | 1.04 | 1.21 | 86% |
| Returns for 1 year | -6.23 | 5.58 | -112% |
| Returns for 3 years | 2.33 | 32.68 | 7% |
| Returns for 5 years | 10.76 | 50.75 | 21% |
| Returns for 10 years | -11.71 | 64.90 | -18% |
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