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LVAEX vs RWEBX
LVAEX vs RWEBX Comparison
Open Charts LVAEX vs RWEBX
LSV Value Equity Investor
Price$26.43
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets1.11B
American Funds Washington Mutual R2E
Price$66.38
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
LVAEX vs RWEBX Comparison Chart in %
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LVAEX vs. RWEBX commentary
Jan 16, 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 LVAEX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. LVAEX (1.11B). LVAEX pays higher dividends than RWEBX: LVAEX (1.62) vs RWEBX (0.79). LVAEX was incepted earlier than RWEBX: LVAEX (12 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than LVAEX (0.92). RWEBX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). RWEBX has a lower initial minimum investment than LVAEX: RWEBX (250) vs LVAEX (1000). RWEBX annual gain was more profitable for investors over the last year : 8.24 vs. LVAEX (0.66). RWEBX return over 5 years is better than : 36.44 vs. LVAEX (7.77).
| LVAEX | RWEBX | LVAEX / RWEBX | |
| Total Expense Ratio | 0.92 | 1.06 | 87% |
| Annual Report Gross Expense Ratio | 0.92 | 1.06 | 87% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 2.961 | 2.565 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 208B | 1% |
| Annual Yield % from dividends | 1.62 | 0.79 | 204% |
| Returns for 1 year | 0.66 | 8.24 | 8% |
| Returns for 3 years | 11.47 | 29.21 | 39% |
| Returns for 5 years | 7.77 | 36.44 | 21% |
| Returns for 10 years | 53.84 | 96.15 | 56% |
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