Interact to see
Advertisement
Advertisement
LEVOX vs RWMFX
LEVOX vs RWMFX Comparison
Open Charts LEVOX vs RWMFX
Lazard US Equity Concentrated Open
Price$11.22
Change-$0.28 (-2.43%)
VolumeN/A
Net Assets40.56M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
LEVOX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LEVOX vs. RWMFX commentary
Jun 15, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. LEVOX (40.6M). RWMFX pays higher dividends than LEVOX: RWMFX (1.47) vs LEVOX (0.25). LEVOX was incepted earlier than RWMFX: LEVOX (20 years) vs RWMFX (23 years). LEVOX (1.11) is less costly to investors than RWMFX (0.31). LEVOX is a more actively managed with annual turnover of: 146.00 vs. RWMFX (31.00). 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 : 4.65 vs. LEVOX (-57.85). RWMFX return over 5 years is better than : 51.87 vs. LEVOX (-75.82).
| LEVOX | RWMFX | LEVOX / RWMFX | |
| Total Expense Ratio | 1.10 | 0.31 | 355% |
| Annual Report Gross Expense Ratio | 1.11 | 0.31 | 358% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -8.557 | 1.465 | -584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 194B | 0% |
| Annual Yield % from dividends | 0.25 | 1.47 | 17% |
| Returns for 1 year | -57.85 | 4.65 | -1,244% |
| Returns for 3 years | -76.27 | 24.78 | -308% |
| Returns for 5 years | -75.82 | 51.87 | -146% |
| Returns for 10 years | -73.51 | 61.07 | -120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement