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MFVZX vs RWMEX
MFVZX vs RWMEX Comparison
Open Charts MFVZX vs RWMEX
MassMutual Equity Opports I
Price$16.90
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets489.96M
American Funds Washington Mutual R4
Price$61.42
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
MFVZX vs RWMEX Comparison Chart
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MFVZX vs. RWMEX commentary
Apr 03, 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 Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 187B vs. MFVZX (490M). RWMEX (1.26) and MFVZX (1.20) have matching dividends . MFVZX was incepted earlier than RWMEX: MFVZX (14 years) vs RWMEX (23 years). MFVZX (0.76) is less costly to investors than RWMEX (0.61). MFVZX (31.00) and RWMEX (31.00) have comparable annual turnover. 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 : 1.86 vs. MFVZX (-4.76). RWMEX return over 5 years is better than : 77.82 vs. MFVZX (31.18).
| MFVZX | RWMEX | MFVZX / RWMEX | |
| Total Expense Ratio | 0.76 | 0.61 | 125% |
| Annual Report Gross Expense Ratio | 0.76 | 0.61 | 125% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 0.778 | 0.884 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 187B | 0% |
| Annual Yield % from dividends | 1.20 | 1.26 | 95% |
| Returns for 1 year | -4.76 | 1.86 | -256% |
| Returns for 3 years | -11.28 | 7.87 | -143% |
| Returns for 5 years | 31.18 | 77.82 | 40% |
| Returns for 10 years | -12.69 | 58.93 | -22% |