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MFVSX vs RWMEX
MFVSX vs RWMEX Comparison
Open Charts MFVSX vs RWMEX
MassMutual Equity Opports R5
Price$15.20
Change-$0.19 (-1.23%)
VolumeN/A
Net Assets443.93M
American Funds Washington Mutual R4
Price$55.05
Change-$0.48 (-0.86%)
VolumeN/A
Net Assets169.61B
MFVSX vs RWMEX Comparison Chart
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MFVSX vs. RWMEX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 170B vs. MFVSX (444M). RWMEX pays higher dividends than MFVSX: RWMEX (1.26) vs MFVSX (1.07). 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 : -8.49 vs. MFVSX (-13.26). RWMEX return over 5 years is better than : 43.22 vs. MFVSX (5.76).
| 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 | -8.719 | -9.579 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 170B | 0% |
| Annual Yield % from dividends | 1.07 | 1.26 | 85% |
| Returns for 1 year | -13.26 | -8.49 | 156% |
| Returns for 3 years | -19.88 | -3.37 | 590% |
| Returns for 5 years | 5.76 | 43.22 | 13% |
| Returns for 10 years | -22.29 | 40.51 | -55% |