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LEVOX vs RWMFX
LEVOX vs RWMFX Comparison
Open Charts LEVOX vs RWMFX
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.
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).
| LEVOX | RWMFX | LEVOX / RWMFX | |
| Total Expense Ratio | 1.05 | 0.31 | 339% |
| Annual Report Gross Expense Ratio | 1.06 | 0.31 | 342% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.163 | 7.001 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 204B | 0% |
| Annual Yield % from dividends | 0.24 | 1.48 | 16% |
| Returns for 1 year | -53.57 | 9.60 | -558% |
| Returns for 3 years | -75.49 | 32.33 | -234% |
| Returns for 5 years | -74.58 | 54.74 | -136% |
| Returns for 10 years | -70.87 | 72.42 | -98% |
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