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JVARX vs RWMHX
JVARX vs RWMHX Comparison
Open Charts JVARX vs RWMHX
JPMorgan Value Advantage R5
Price$39.81
Change-$0.37 (-0.92%)
VolumeN/A
Net Assets9B
American Funds Washington Mutual R5E
Price$66.73
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
JVARX vs RWMHX Comparison Chart in %
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JVARX vs. RWMHX commentary
Nov 14, 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 StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVARX (9B). JVARX pays higher dividends than RWMHX: JVARX (1.52) vs RWMHX (1.33). 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 : 5.16 vs. JVARX (-5.65). RWMHX return over 5 years is better than : 46.83 vs. JVARX (24.11).
| 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 | 7.204 | 11.375 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9B | 209B | 4% |
| Annual Yield % from dividends | 1.52 | 1.33 | 114% |
| Returns for 1 year | -5.65 | 5.16 | -109% |
| Returns for 3 years | 6.08 | 32.41 | 19% |
| Returns for 5 years | 24.11 | 46.83 | 51% |
| Returns for 10 years | N/A | N/A | - |
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