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MFVSX vs RWMEX
MFVSX vs RWMEX Comparison
Open Charts MFVSX vs RWMEX
MassMutual Equity Opports R5
Price$17.29
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets402.19M
American Funds Washington Mutual R4
Price$64.11
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets194.96B
MFVSX vs RWMEX Comparison Chart
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MFVSX vs. RWMEX commentary
Jun 06, 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 Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. MFVSX (402M). RWMEX pays higher dividends than MFVSX: RWMEX (1.21) vs MFVSX (1.06). MFVSX was incepted earlier than RWMEX: MFVSX (25 years) vs RWMEX (23 years). MFVSX (0.86) is less costly to investors than RWMEX (0.61). MFVSX (31.00) and RWMEX (31.00) have comparable annual turnover. 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 : 5.25 vs. MFVSX (-4.67). RWMEX return over 5 years is better than : 47.67 vs. MFVSX (7.37).
| MFVSX | RWMEX | MFVSX / RWMEX | |
| Total Expense Ratio | 0.86 | 0.61 | 141% |
| Annual Report Gross Expense Ratio | 0.86 | 0.61 | 141% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.847 | 5.483 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 195B | 0% |
| Annual Yield % from dividends | 1.06 | 1.21 | 87% |
| Returns for 1 year | -4.67 | 5.25 | -89% |
| Returns for 3 years | -5.64 | 18.75 | -30% |
| Returns for 5 years | 7.37 | 47.67 | 15% |
| Returns for 10 years | -13.40 | 66.35 | -20% |
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