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MUESX vs RWMFX
MUESX vs RWMFX Comparison
Open Charts MUESX vs RWMFX
MFS Blended Research Core Equity R2
Price$33.14
Change+$0.38 (+1.16%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$61.47
Change+$0.67 (+1.10%)
VolumeN/A
CapitalizationN/A
MUESX vs RWMFX Comparison Chart
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MUESX vs. RWMFX commentary
Dec 23, 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 MUESX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 189B vs. MUESX (1.48B). RWMFX pays higher dividends than MUESX: RWMFX (1.70) vs MUESX (0.48). MUESX was incepted earlier than RWMFX: MUESX (16 years) vs RWMFX (23 years). MUESX is a more actively managed with annual turnover of: 48.00 vs. RWMFX (30.00). MUESX has a lower initial minimum investment than RWMFX: MUESX (0) vs RWMFX (250). MUESX annual gain was more profitable for investors over the last year : 14.40 vs. RWMFX (10.08). RWMFX return over 5 years is better than : 34.97 vs. MUESX (29.24).
| MUESX | RWMFX | MUESX / 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 | 13.895 | 9.305 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 189B | 1% |
| Annual Yield % from dividends | 0.48 | 1.70 | 28% |
| Returns for 1 year | 14.40 | 10.08 | 143% |
| Returns for 3 years | 11.57 | 8.33 | 139% |
| Returns for 5 years | 29.24 | 34.97 | 84% |
| Returns for 10 years | 62.10 | 57.36 | 108% |