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LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$9.92
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets24.79M
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
LSVMX vs RWMHX Comparison Chart in %
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LSVMX vs. RWMHX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LSVMX (24.8M). LSVMX pays higher dividends than RWMHX: LSVMX (2.81) vs RWMHX (1.30). 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 : 6.35 vs. LSVMX (-2.69). RWMHX return over 5 years is better than : 41.75 vs. LSVMX (-3.28).
| 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 | -1.782 | 8.199 | -22% |
| 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 | 209B | 0% |
| Annual Yield % from dividends | 2.81 | 1.30 | 217% |
| Returns for 1 year | -2.69 | 6.35 | -42% |
| Returns for 3 years | -8.47 | 32.68 | -26% |
| Returns for 5 years | -3.28 | 41.75 | -8% |
| Returns for 10 years | 18.53 | 81.49 | 23% |