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HULEX vs RWMHX
HULEX vs RWMHX Comparison
Open Charts HULEX vs RWMHX
Huber Select Large Cap Value Instl
Price$35.31
Change+$0.34 (+0.97%)
VolumeN/A
Net Assets466.78M
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
HULEX vs RWMHX Comparison Chart in %
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HULEX vs. RWMHX commentary
Dec 05, 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 HULEX is a Buy and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. HULEX (467M). RWMHX pays higher dividends than HULEX: RWMHX (1.30) vs HULEX (1.16). HULEX was incepted earlier than RWMHX: HULEX (14 years) vs RWMHX (10 years). HULEX (1.03) is less costly to investors than RWMHX (0.41). HULEX is a more actively managed with annual turnover of: 33.40 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than HULEX: RWMHX (250) vs HULEX (1000000). RWMHX annual gain was more profitable for investors over the last year : 5.31 vs. HULEX (4.12). HULEX return over 5 years is better than : 97.53 vs. RWMHX (43.06).
| HULEX | RWMHX | HULEX / RWMHX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.03 | 0.41 | 251% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 8.048 | 12.296 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 209B | 0% |
| Annual Yield % from dividends | 1.16 | 1.30 | 90% |
| Returns for 1 year | 4.12 | 5.31 | 78% |
| Returns for 3 years | 44.03 | 29.98 | 147% |
| Returns for 5 years | 97.53 | 43.06 | 227% |
| Returns for 10 years | 190.52 | 77.19 | 247% |
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