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MFVZX vs RWMFX
MFVZX vs RWMFX Comparison
Open Charts MFVZX vs RWMFX
MassMutual Equity Opports I
Price$17.29
Change-$0.17 (-0.97%)
VolumeN/A
Net Assets376.31M
American Funds Washington Mutual R5
Price$64.20
Change-$0.48 (-0.74%)
VolumeN/A
Net Assets202.27B
MFVZX vs RWMFX Comparison Chart in %
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MFVZX vs. RWMFX commentary
Jul 16, 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: 202B vs. MFVZX (376M). RWMFX pays higher dividends than MFVZX: RWMFX (1.48) vs MFVZX (1.16). MFVZX was incepted earlier than RWMFX: MFVZX (15 years) vs RWMFX (23 years). MFVZX (0.76) is less costly to investors than RWMFX (0.31). MFVZX is a more actively managed with annual turnover of: 31.00 vs. RWMFX (29.00). 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 : 5.23 vs. MFVZX (-3.89). RWMFX return over 5 years is better than : 52.37 vs. MFVZX (12.11).
| MFVZX | RWMFX | MFVZX / RWMFX | |
| Total Expense Ratio | 0.76 | 0.31 | 245% |
| Annual Report Gross Expense Ratio | 0.76 | 0.31 | 245% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 4.551 | 5.150 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 202B | 0% |
| Annual Yield % from dividends | 1.16 | 1.48 | 79% |
| Returns for 1 year | -3.89 | 5.23 | -74% |
| Returns for 3 years | 1.86 | 31.96 | 6% |
| Returns for 5 years | 12.11 | 52.37 | 23% |
| Returns for 10 years | -10.58 | 66.15 | -16% |
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