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MUERX vs RWMFX
MUERX vs RWMFX Comparison
Open Charts MUERX vs RWMFX
MFS Blended Research Core Equity R1
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
MUERX vs RWMFX Comparison Chart
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MUERX vs. RWMFX commentary
Dec 19, 2024
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 MUERX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. MUERX (1.5B). RWMFX pays higher dividends than MUERX: RWMFX (1.70) vs MUERX (0.00). MUERX was incepted earlier than RWMFX: MUERX (16 years) vs RWMFX (23 years). MUERX is a more actively managed with annual turnover of: 48.00 vs. RWMFX (30.00). MUERX has a lower initial minimum investment than RWMFX: MUERX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 17.20 vs. MUERX (16.29). RWMFX return over 5 years is better than : 39.32 vs. MUERX (29.05).
| MUERX | RWMFX | MUERX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 15.411 | 16.419 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 195B | 1% |
| Annual Yield % from dividends | 0.00 | 1.70 | - |
| Returns for 1 year | 16.29 | 17.20 | 95% |
| Returns for 3 years | 12.65 | 15.87 | 80% |
| Returns for 5 years | 29.05 | 39.32 | 74% |
| Returns for 10 years | 57.48 | 69.07 | 83% |
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