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JVAPX vs RWMHX
JVAPX vs RWMHX Comparison
Open Charts JVAPX vs RWMHX
JPMorgan Value Advantage R3
Price$35.78
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets8.98B
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
JVAPX vs RWMHX Comparison Chart in %
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JVAPX vs. RWMHX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAPX (8.98B). 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 : 6.35 vs. JVAPX (-3.06). RWMHX return over 5 years is better than : 41.75 vs. JVAPX (7.73).
| 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 | -2.026 | 8.199 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 209B | 4% |
| Annual Yield % from dividends | 1.19 | 1.30 | 92% |
| Returns for 1 year | -3.06 | 6.35 | -48% |
| Returns for 3 years | 8.66 | 32.68 | 27% |
| Returns for 5 years | 7.73 | 41.75 | 19% |
| Returns for 10 years | N/A | 81.49 | - |
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