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MFVSX vs RWMEX
MFVSX vs RWMEX Comparison
Open Charts MFVSX vs RWMEX
MassMutual Equity Opports R5
Price$17.96
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets347.77M
American Funds Washington Mutual R4
Price$65.59
Change+$0.24 (+0.37%)
VolumeN/A
Net Assets202.88B
MFVSX vs RWMEX Comparison Chart in %
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MFVSX vs. RWMEX commentary
Aug 29, 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 StrongBuy and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 203B vs. MFVSX (348M). RWMEX pays higher dividends than MFVSX: RWMEX (1.20) vs MFVSX (1.05). 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 : 6.23 vs. MFVSX (-6.70). RWMEX return over 5 years is better than : 47.00 vs. MFVSX (7.44).
| 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 | 6.406 | 8.065 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 203B | 0% |
| Annual Yield % from dividends | 1.05 | 1.20 | 87% |
| Returns for 1 year | -6.70 | 6.23 | -108% |
| Returns for 3 years | -0.01 | 30.25 | -0% |
| Returns for 5 years | 7.44 | 47.00 | 16% |
| Returns for 10 years | 0.76 | 80.76 | 1% |
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