Interact to see
Advertisement
Advertisement
JVAYX vs RWMHX
JVAYX vs RWMHX Comparison
Open Charts JVAYX vs RWMHX
JPMorgan Value Advantage R6
Price$40.24
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets8.97B
American Funds Washington Mutual R5E
Price$67.68
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
JVAYX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAYX 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 JVAYX is a StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAYX (8.97B). JVAYX pays higher dividends than RWMHX: JVAYX (1.61) vs RWMHX (1.33). JVAYX was incepted earlier than RWMHX: JVAYX (9 years) vs RWMHX (10 years). JVAYX (0.59) is less costly to investors than RWMHX (0.41). JVAYX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than JVAYX: RWMHX (250) vs JVAYX (15000000). RWMHX annual gain was more profitable for investors over the last year : 5.16 vs. JVAYX (-5.54). RWMHX return over 5 years is better than : 46.83 vs. JVAYX (24.67).
| JVAYX | RWMHX | JVAYX / RWMHX | |
| Total Expense Ratio | 0.50 | 0.41 | 122% |
| Annual Report Gross Expense Ratio | 0.59 | 0.41 | 144% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.278 | 11.375 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 209B | 4% |
| Annual Yield % from dividends | 1.61 | 1.33 | 121% |
| Returns for 1 year | -5.54 | 5.16 | -107% |
| Returns for 3 years | 6.36 | 32.41 | 20% |
| Returns for 5 years | 24.67 | 46.83 | 53% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers