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LVAEX vs RWEBX
LVAEX vs RWEBX Comparison
Open Charts LVAEX vs RWEBX
LSV Value Equity Investor
Price$26.54
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets1.11B
American Funds Washington Mutual R2E
Price$65.45
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
LVAEX vs RWEBX Comparison Chart in %
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LVAEX vs. RWEBX commentary
Dec 27, 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 LVAEX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. LVAEX (1.11B). LVAEX pays higher dividends than RWEBX: LVAEX (1.54) vs RWEBX (0.74). 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 : 5.80 vs. LVAEX (0.63). RWEBX return over 5 years is better than : 38.17 vs. LVAEX (13.84).
| 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 | 1.725 | 7.648 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 209B | 1% |
| Annual Yield % from dividends | 1.54 | 0.74 | 208% |
| Returns for 1 year | 0.63 | 5.80 | 11% |
| Returns for 3 years | 16.14 | 30.20 | 53% |
| Returns for 5 years | 13.84 | 38.17 | 36% |
| Returns for 10 years | 36.64 | 76.44 | 48% |
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