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JVAYX vs RWMHX
JVAYX vs RWMHX Comparison
Open Charts JVAYX vs RWMHX
JPMorgan Value Advantage R6
Price$40.29
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets9.05B
American Funds Washington Mutual R5E
Price$67.93
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets211.91B
JVAYX vs RWMHX Comparison Chart in %
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JVAYX 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 JVAYX is a Hold and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 212B vs. JVAYX (9.05B). JVAYX pays higher dividends than RWMHX: JVAYX (1.56) vs RWMHX (1.30). 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 : 4.61 vs. JVAYX (-7.23). RWMHX return over 5 years is better than : 44.05 vs. JVAYX (19.88).
| 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 | 7.598 | 11.737 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 212B | 4% |
| Annual Yield % from dividends | 1.56 | 1.30 | 121% |
| Returns for 1 year | -7.23 | 4.61 | -157% |
| Returns for 3 years | 4.52 | 29.33 | 15% |
| Returns for 5 years | 19.88 | 44.05 | 45% |
| Returns for 10 years | N/A | 76.31 | - |
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