Interact to see
Advertisement
Advertisement
LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$9.79
Change+$0.08 (+0.82%)
VolumeN/A
Net Assets24.82M
American Funds Washington Mutual R5E
Price$66.43
Change-$0.08 (-0.12%)
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
Jan 15, 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 (24.8M). LSVMX pays higher dividends than RWMHX: LSVMX (1.93) vs RWMHX (1.38). 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). 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 : 9.89 vs. LSVMX (-1.34). RWMHX return over 5 years is better than : 39.60 vs. LSVMX (-5.00).
| 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 | 2.192 | 2.169 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 208B | 0% |
| Annual Yield % from dividends | 1.93 | 1.38 | 140% |
| Returns for 1 year | -1.34 | 9.89 | -14% |
| Returns for 3 years | -9.77 | 31.32 | -31% |
| Returns for 5 years | -5.00 | 39.60 | -13% |
| Returns for 10 years | 27.44 | 101.22 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement