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JVAPX vs RWMHX
JVAPX vs RWMHX Comparison
Open Charts JVAPX vs RWMHX
JPMorgan Value Advantage R3
Price$39.38
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets8.99B
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
JVAPX vs RWMHX Comparison Chart in %
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JVAPX vs. RWMHX commentary
Dec 04, 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 JVAPX is a Hold and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAPX (8.99B). RWMHX pays higher dividends than JVAPX: RWMHX (1.30) vs JVAPX (1.19). JVAPX was incepted earlier than RWMHX: JVAPX (9 years) vs RWMHX (10 years). JVAPX (1.16) is less costly to investors than RWMHX (0.41). JVAPX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). JVAPX has a lower initial minimum investment than RWMHX: JVAPX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 4.61 vs. JVAPX (-7.92). RWMHX return over 5 years is better than : 44.05 vs. JVAPX (16.57).
| JVAPX | RWMHX | JVAPX / RWMHX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.092 | 11.737 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 209B | 4% |
| Annual Yield % from dividends | 1.19 | 1.30 | 92% |
| Returns for 1 year | -7.92 | 4.61 | -172% |
| Returns for 3 years | 2.98 | 29.33 | 10% |
| Returns for 5 years | 16.57 | 44.05 | 38% |
| Returns for 10 years | N/A | 76.31 | - |
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