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MFVSX vs RWMEX
MFVSX vs RWMEX Comparison
Open Charts MFVSX vs RWMEX
MassMutual Equity Opports R5
Price$17.44
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets537.82M
American Funds Washington Mutual R4
Price$63.67
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets195.11B
MFVSX vs RWMEX Comparison Chart
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MFVSX vs. RWMEX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. MFVSX (538M). RWMEX pays higher dividends than MFVSX: RWMEX (1.45) vs MFVSX (1.09). MFVSX was incepted earlier than RWMEX: MFVSX (25 years) vs RWMEX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. MFVSX (24.00). 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 : 12.58 vs. MFVSX (0.59). RWMEX return over 5 years is better than : 40.99 vs. MFVSX (2.85).
| MFVSX | RWMEX | MFVSX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 2.610 | 4.240 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 195B | 0% |
| Annual Yield % from dividends | 1.09 | 1.45 | 75% |
| Returns for 1 year | 0.59 | 12.58 | 5% |
| Returns for 3 years | -7.94 | 13.70 | -58% |
| Returns for 5 years | 2.85 | 40.99 | 7% |
| Returns for 10 years | -8.62 | 67.25 | -13% |
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