LEVOX
Price
$12.29
Change
+$0.08 (+0.66%)
Updated
Jul 25 closing price
Net Assets
42M
RWMFX
Price
$65.33
Change
+$0.27 (+0.42%)
Updated
Jul 25 closing price
Net Assets
204.03B
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LEVOX vs RWMFX

Header iconLEVOX vs RWMFX Comparison
Open Charts LEVOX vs RWMFXBanner chart's image
Lazard US Equity Concentrated Open
Price$12.29
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets42M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
LEVOX vs RWMFX Comparison Chart in %
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LEVOX vs. RWMFX commentary
Jul 27, 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 LEVOX is a StrongBuy and RWMFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. LEVOX (42M). RWMFX pays higher dividends than LEVOX: RWMFX (1.48) vs LEVOX (0.24). LEVOX was incepted earlier than RWMFX: LEVOX (20 years) vs RWMFX (23 years). LEVOX (1.06) is less costly to investors than RWMFX (0.31). LEVOX is a more actively managed with annual turnover of: 146.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than LEVOX: RWMFX (250) vs LEVOX (2500). RWMFX annual gain was more profitable for investors over the last year : 9.60 vs. LEVOX (-53.57). RWMFX return over 5 years is better than : 54.74 vs. LEVOX (-74.58).
LEVOXRWMFXLEVOX / RWMFX
Total Expense Ratio1.050.31339%
Annual Report Gross Expense Ratio1.060.31342%
Fund Existence20 years23 years-
Gain YTD0.1637.0012%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets42M204B0%
Annual Yield % from dividends0.241.4816%
Returns for 1 year-53.579.60-558%
Returns for 3 years-75.4932.33-234%
Returns for 5 years-74.5854.74-136%
Returns for 10 years-70.8772.42-98%
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