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MFVZX vs RWMEX
MFVZX vs RWMEX Comparison
Open Charts MFVZX vs RWMEX
MassMutual Equity Opports I
Price$17.37
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets369.37M
American Funds Washington Mutual R4
Price$64.20
Change+$0.33 (+0.52%)
VolumeN/A
Net Assets200.43B
MFVZX vs RWMEX Comparison Chart in %
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MFVZX vs. RWMEX commentary
Aug 09, 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 MFVZX is a StrongBuy and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 200B vs. MFVZX (369M). RWMEX (1.20) and MFVZX (1.17) have matching dividends . MFVZX was incepted earlier than RWMEX: MFVZX (15 years) vs RWMEX (23 years). MFVZX (0.76) is less costly to investors than RWMEX (0.60). MFVZX is a more actively managed with annual turnover of: 31.00 vs. RWMEX (29.00). MFVZX has a lower initial minimum investment than RWMEX: MFVZX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 8.63 vs. MFVZX (-5.28). RWMEX return over 5 years is better than : 48.01 vs. MFVZX (8.14).
| MFVZX | RWMEX | MFVZX / RWMEX | |
| Total Expense Ratio | 0.76 | 0.60 | 127% |
| Annual Report Gross Expense Ratio | 0.76 | 0.60 | 127% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.593 | 5.775 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 200B | 0% |
| Annual Yield % from dividends | 1.17 | 1.20 | 97% |
| Returns for 1 year | -5.28 | 8.63 | -61% |
| Returns for 3 years | -3.83 | 26.19 | -15% |
| Returns for 5 years | 8.14 | 48.01 | 17% |
| Returns for 10 years | -8.99 | 67.78 | -13% |
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