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MFVZX vs RWMFX
MFVZX vs RWMFX Comparison
Open Charts MFVZX vs RWMFX
MassMutual Equity Opports I
Price$17.06
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets512.52M
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
MFVZX vs RWMFX Comparison Chart
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MFVZX vs. RWMFX commentary
Feb 23, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. MFVZX (513M). RWMFX pays higher dividends than MFVZX: RWMFX (1.70) vs MFVZX (1.22). MFVZX was incepted earlier than RWMFX: MFVZX (14 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. MFVZX (24.00). MFVZX has a lower initial minimum investment than RWMFX: MFVZX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 8.20 vs. MFVZX (-2.54). RWMFX return over 5 years is better than : 38.24 vs. MFVZX (-0.55).
| MFVZX | RWMFX | MFVZX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.156 | 4.242 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 196B | 0% |
| Annual Yield % from dividends | 1.22 | 1.70 | 72% |
| Returns for 1 year | -2.54 | 8.20 | -31% |
| Returns for 3 years | -6.61 | 18.09 | -37% |
| Returns for 5 years | -0.55 | 38.24 | -1% |
| Returns for 10 years | -13.24 | 61.66 | -21% |
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