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LEVOX vs RWMFX
LEVOX vs RWMFX Comparison
Open Charts LEVOX vs RWMFX
Lazard US Equity Concentrated Open
Price$12.02
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets41.84M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
LEVOX vs RWMFX Comparison Chart in %
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LEVOX vs. RWMFX commentary
Jul 06, 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: 202B vs. LEVOX (41.8M). 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 (1.11) 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 : 7.88 vs. LEVOX (-55.74). RWMFX return over 5 years is better than : 56.79 vs. LEVOX (-74.59).
| 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 | -2.037 | 5.739 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 202B | 0% |
| Annual Yield % from dividends | 0.24 | 1.48 | 16% |
| Returns for 1 year | -55.74 | 7.88 | -708% |
| Returns for 3 years | -75.22 | 32.20 | -234% |
| Returns for 5 years | -74.59 | 56.79 | -131% |
| Returns for 10 years | -71.22 | 71.15 | -100% |