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JLVMX vs RWMHX
JLVMX vs RWMHX Comparison
Open Charts JLVMX vs RWMHX
JPMorgan Large Cap Value R6
Price$22.53
Change+$0.30 (+1.35%)
VolumeN/A
Net Assets5.63B
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
JLVMX vs RWMHX Comparison Chart in %
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JLVMX 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 JLVMX is a Buy and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JLVMX (5.63B). RWMHX (1.30) and JLVMX (1.29) have matching dividends . JLVMX was incepted earlier than RWMHX: JLVMX (15 years) vs RWMHX (10 years). JLVMX (0.50) is less costly to investors than RWMHX (0.41). JLVMX is a more actively managed with annual turnover of: 185.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than JLVMX: RWMHX (250) vs JLVMX (15000000). RWMHX annual gain was more profitable for investors over the last year : 5.31 vs. JLVMX (-1.67). JLVMX (43.93) and RWMHX (43.06) have equivalent 5 years return.
| JLVMX | RWMHX | JLVMX / RWMHX | |
| Total Expense Ratio | 0.44 | 0.41 | 107% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 15.328 | 12.296 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 209B | 3% |
| Annual Yield % from dividends | 1.29 | 1.30 | 100% |
| Returns for 1 year | -1.67 | 5.31 | -32% |
| Returns for 3 years | 19.74 | 29.98 | 66% |
| Returns for 5 years | 43.93 | 43.06 | 102% |
| Returns for 10 years | 75.10 | 77.19 | 97% |
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