Interact to see
Advertisement
Advertisement
JVAYX vs RWMHX
JVAYX vs RWMHX Comparison
Open Charts JVAYX vs RWMHX
JPMorgan Value Advantage R6
Price$39.57
Change+$0.26 (+0.66%)
VolumeN/A
Net Assets8.88B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
JVAYX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAYX vs. RWMHX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. JVAYX (8.88B). JVAYX pays higher dividends than RWMHX: JVAYX (1.58) 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 : 3.99 vs. JVAYX (-5.37). RWMHX return over 5 years is better than : 49.64 vs. JVAYX (32.81).
| 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 | 5.492 | 9.663 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.88B | 206B | 4% |
| Annual Yield % from dividends | 1.58 | 1.33 | 119% |
| Returns for 1 year | -5.37 | 3.99 | -135% |
| Returns for 3 years | 12.56 | 41.40 | 30% |
| Returns for 5 years | 32.81 | 49.64 | 66% |
| Returns for 10 years | N/A | N/A | - |