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JVARX vs RWMHX
JVARX vs RWMHX Comparison
Open Charts JVARX vs RWMHX
JPMorgan Value Advantage R5
Price$40.58
Change+$0.36 (+0.90%)
VolumeN/A
Net Assets8.99B
American Funds Washington Mutual R5E
Price$67.93
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets211.91B
JVARX vs RWMHX Comparison Chart in %
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JVARX 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 JVARX is a Hold and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 212B vs. JVARX (8.99B). JVARX pays higher dividends than RWMHX: JVARX (1.48) vs RWMHX (1.30). JVARX was incepted earlier than RWMHX: JVARX (9 years) vs RWMHX (10 years). JVARX (0.69) is less costly to investors than RWMHX (0.41). JVARX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). JVARX has a lower initial minimum investment than RWMHX: JVARX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 4.61 vs. JVARX (-7.34). RWMHX return over 5 years is better than : 44.05 vs. JVARX (19.33).
| JVARX | RWMHX | JVARX / RWMHX | |
| Total Expense Ratio | 0.60 | 0.41 | 146% |
| Annual Report Gross Expense Ratio | 0.69 | 0.41 | 168% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.524 | 11.737 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 212B | 4% |
| Annual Yield % from dividends | 1.48 | 1.30 | 114% |
| Returns for 1 year | -7.34 | 4.61 | -159% |
| Returns for 3 years | 4.27 | 29.33 | 15% |
| Returns for 5 years | 19.33 | 44.05 | 44% |
| Returns for 10 years | N/A | 76.31 | - |
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