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MUETX vs RWMFX
MUETX vs RWMFX Comparison
Open Charts MUETX vs RWMFX
MFS Blended Research Core Equity R3
Price$35.14
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
MUETX vs RWMFX Comparison Chart
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MUETX 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 MUETX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. MUETX (1.5B). RWMFX pays higher dividends than MUETX: RWMFX (1.70) vs MUETX (0.61). MUETX was incepted earlier than RWMFX: MUETX (16 years) vs RWMFX (23 years). MUETX is a more actively managed with annual turnover of: 48.00 vs. RWMFX (30.00). MUETX has a lower initial minimum investment than RWMFX: MUETX (0) vs RWMFX (250). MUETX annual gain was more profitable for investors over the last year : 17.91 vs. RWMFX (13.29). RWMFX return over 5 years is better than : 39.67 vs. MUETX (37.16).
| MUETX | RWMFX | MUETX / 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 | 17.000 | 13.109 | 130% |
| 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 | 0.61 | 1.70 | 36% |
| Returns for 1 year | 17.91 | 13.29 | 135% |
| Returns for 3 years | 16.70 | 12.57 | 133% |
| Returns for 5 years | 37.16 | 39.67 | 94% |
| Returns for 10 years | 75.24 | 64.27 | 117% |
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