Interact to see
Advertisement
Advertisement
LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$9.89
Change-$1.42 (-12.56%)
VolumeN/A
Net Assets25.4M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LSVMX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RWMHX commentary
Feb 04, 2026
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 LSVMX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LSVMX (25.4M). LSVMX pays higher dividends than RWMHX: LSVMX (1.89) vs RWMHX (1.36). LSVMX was incepted earlier than RWMHX: LSVMX (12 years) vs RWMHX (10 years). LSVMX (0.87) is less costly to investors than RWMHX (0.41). LSVMX (30.00) and RWMHX (29.00) have comparable annual turnover. RWMHX has a lower initial minimum investment than LSVMX: RWMHX (250) vs LSVMX (100000). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. LSVMX (-2.73). RWMHX return over 5 years is better than : 37.20 vs. LSVMX (-4.11).
| LSVMX | RWMHX | LSVMX / RWMHX | |
| Total Expense Ratio | 0.55 | 0.41 | 134% |
| Annual Report Gross Expense Ratio | 0.87 | 0.41 | 212% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.236 | 1.523 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.4M | 208B | 0% |
| Annual Yield % from dividends | 1.89 | 1.36 | 139% |
| Returns for 1 year | -2.73 | 5.40 | -51% |
| Returns for 3 years | -8.54 | 30.10 | -28% |
| Returns for 5 years | -4.11 | 37.20 | -11% |
| Returns for 10 years | 24.69 | 96.94 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement