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LEVIX vs RWMFX
LEVIX vs RWMFX Comparison
Open Charts LEVIX vs RWMFX
Lazard US Equity Concentrated Instl
Price$11.50
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets41.84M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
LEVIX vs RWMFX Comparison Chart in %
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LEVIX vs. RWMFX commentary
Jul 07, 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 LEVIX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. LEVIX (41.8M). RWMFX pays higher dividends than LEVIX: RWMFX (1.48) vs LEVIX (0.49). LEVIX was incepted earlier than RWMFX: LEVIX (20 years) vs RWMFX (23 years). LEVIX (0.88) is less costly to investors than RWMFX (0.31). LEVIX is a more actively managed with annual turnover of: 146.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than LEVIX: RWMFX (250) vs LEVIX (10000). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. LEVIX (-56.81). RWMFX return over 5 years is better than : 56.79 vs. LEVIX (-75.43).
| LEVIX | RWMFX | LEVIX / RWMFX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.961 | 5.739 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 202B | 0% |
| Annual Yield % from dividends | 0.49 | 1.48 | 33% |
| Returns for 1 year | -56.81 | 7.88 | -721% |
| Returns for 3 years | -76.03 | 32.20 | -236% |
| Returns for 5 years | -75.43 | 56.79 | -133% |
| Returns for 10 years | -72.19 | 71.15 | -101% |
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