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JLVZX vs RWEBX
JLVZX vs RWEBX Comparison
Open Charts JLVZX vs RWEBX
JPMorgan Large Cap Value R2
Price$21.82
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets5.33B
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
JLVZX vs RWEBX Comparison Chart in %
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JLVZX vs. RWEBX commentary
Oct 19, 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 JLVZX is a Buy and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. JLVZX (5.33B). RWEBX pays higher dividends than JLVZX: RWEBX (0.76) vs JLVZX (0.68). JLVZX was incepted earlier than RWEBX: JLVZX (17 years) vs RWEBX (11 years). JLVZX (1.27) is less costly to investors than RWEBX (1.06). JLVZX is a more actively managed with annual turnover of: 185.00 vs. RWEBX (29.00). JLVZX has a lower initial minimum investment than RWEBX: JLVZX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 3.29 vs. JLVZX (-1.47). JLVZX return over 5 years is better than : 61.21 vs. RWEBX (45.88).
| JLVZX | RWEBX | JLVZX / RWEBX | |
| Total Expense Ratio | 1.19 | 1.06 | 112% |
| Annual Report Gross Expense Ratio | 1.27 | 1.06 | 120% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 10.232 | 9.079 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 206B | 3% |
| Annual Yield % from dividends | 0.68 | 0.76 | 89% |
| Returns for 1 year | -1.47 | 3.29 | -45% |
| Returns for 3 years | 25.74 | 38.78 | 66% |
| Returns for 5 years | 61.21 | 45.88 | 133% |
| Returns for 10 years | 61.62 | 73.45 | 84% |