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MUETX vs RWMFX
MUETX vs RWMFX Comparison
Open Charts MUETX vs RWMFX
MFS Blended Research Core Equity R3
Price$33.78
Change-$0.88 (-2.54%)
VolumeN/A
Net Assets1.44B
American Funds Washington Mutual R5
Price$61.47
Change-$1.22 (-1.95%)
VolumeN/A
Net Assets191.2B
MUETX vs RWMFX Comparison Chart
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MUETX vs. RWMFX commentary
Mar 11, 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 MUETX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. MUETX (1.45B). RWMFX pays higher dividends than MUETX: RWMFX (1.47) vs MUETX (0.58). MUETX was incepted earlier than RWMFX: MUETX (17 years) vs RWMFX (23 years). MUETX (0.81) is less costly to investors than RWMFX (0.31). MUETX is a more actively managed with annual turnover of: 44.00 vs. RWMFX (31.00). MUETX has a lower initial minimum investment than RWMFX: MUETX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 3.96 vs. MUETX (1.53). RWMFX return over 5 years is better than : 50.70 vs. MUETX (41.58).
| MUETX | RWMFX | MUETX / RWMFX | |
| Total Expense Ratio | 0.74 | 0.31 | 239% |
| Annual Report Gross Expense Ratio | 0.81 | 0.31 | 261% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -1.702 | 1.885 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 191B | 1% |
| Annual Yield % from dividends | 0.58 | 1.47 | 39% |
| Returns for 1 year | 1.53 | 3.96 | 39% |
| Returns for 3 years | 22.92 | 16.66 | 138% |
| Returns for 5 years | 41.58 | 50.70 | 82% |
| Returns for 10 years | 68.82 | 63.49 | 108% |
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