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JVAQX vs RWMHX
JVAQX vs RWMHX Comparison
Open Charts JVAQX vs RWMHX
JPMorgan Value Advantage R4
Price$37.36
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.93B
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
JVAQX vs RWMHX Comparison Chart in %
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JVAQX vs. RWMHX commentary
Dec 28, 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 JVAQX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAQX (8.93B). JVAQX pays higher dividends than RWMHX: JVAQX (1.41) vs RWMHX (1.30). JVAQX was incepted earlier than RWMHX: JVAQX (9 years) vs RWMHX (10 years). JVAQX (0.86) is less costly to investors than RWMHX (0.41). JVAQX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). JVAQX has a lower initial minimum investment than RWMHX: JVAQX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 6.04 vs. JVAQX (-2.63). RWMHX return over 5 years is better than : 41.73 vs. JVAQX (11.13).
| JVAQX | RWMHX | JVAQX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 0.86 | 0.41 | 210% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -1.399 | 8.182 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 209B | 4% |
| Annual Yield % from dividends | 1.41 | 1.30 | 109% |
| Returns for 1 year | -2.63 | 6.04 | -44% |
| Returns for 3 years | 10.08 | 32.61 | 31% |
| Returns for 5 years | 11.13 | 41.73 | 27% |
| Returns for 10 years | N/A | 80.06 | - |
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