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LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$11.46
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets24.56M
American Funds Washington Mutual R5E
Price$66.73
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
LSVMX vs RWMHX Comparison Chart in %
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LSVMX vs. RWMHX commentary
Nov 14, 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 LSVMX is a Hold and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LSVMX (24.6M). LSVMX pays higher dividends than RWMHX: LSVMX (2.87) vs RWMHX (1.33). LSVMX was incepted earlier than RWMHX: LSVMX (11 years) vs RWMHX (10 years). LSVMX (0.78) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). 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 : 3.83 vs. LSVMX (-3.80). RWMHX return over 5 years is better than : 44.77 vs. LSVMX (12.60).
| LSVMX | RWMHX | LSVMX / RWMHX | |
| Total Expense Ratio | 0.55 | 0.41 | 134% |
| Annual Report Gross Expense Ratio | 0.78 | 0.41 | 190% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.465 | 9.812 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.6M | 209B | 0% |
| Annual Yield % from dividends | 2.87 | 1.33 | 216% |
| Returns for 1 year | -3.80 | 3.83 | -99% |
| Returns for 3 years | -0.89 | 31.41 | -3% |
| Returns for 5 years | 12.60 | 44.77 | 28% |
| Returns for 10 years | 37.84 | N/A | - |
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