HULEX
Price
$36.07
Change
+$0.82 (+2.33%)
Updated
Feb 3 closing price
Net Assets
487.31M
RWMHX
Price
$66.01
Change
-$1.03 (-1.54%)
Updated
Feb 3 closing price
Net Assets
208.21B
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HULEX vs RWMHX

Header iconHULEX vs RWMHX Comparison
Open Charts HULEX vs RWMHXBanner chart's image
Huber Select Large Cap Value Instl
Price$36.07
Change+$0.82 (+2.33%)
VolumeN/A
Net Assets487.31M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
HULEX vs RWMHX Comparison Chart in %
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HULEX vs. RWMHX commentary
Feb 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. HULEX (487M). HULEX pays higher dividends than RWMHX: HULEX (1.49) vs RWMHX (1.36). 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: 46.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than HULEX: RWMHX (250) vs HULEX (1000000). HULEX annual gain was more profitable for investors over the last year : 9.64 vs. RWMHX (5.40). HULEX return over 5 years is better than : 88.93 vs. RWMHX (37.20).
HULEXRWMHXHULEX / RWMHX
Total Expense Ratio1.000.41244%
Annual Report Gross Expense Ratio1.030.41251%
Fund Existence14 years10 years-
Gain YTD2.5011.523164%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets487M208B0%
Annual Yield % from dividends1.491.36110%
Returns for 1 year9.645.40179%
Returns for 3 years50.2130.10167%
Returns for 5 years88.9337.20239%
Returns for 10 years256.9496.94265%
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