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LVAEX vs RWEBX
LVAEX vs RWEBX Comparison
Open Charts LVAEX vs RWEBX
LSV Value Equity Investor
Price$29.05
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets1.21B
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
LVAEX vs RWEBX Comparison Chart in %
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LVAEX vs. RWEBX commentary
Oct 21, 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 StrongBuy and RWEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 207B vs. LVAEX (1.21B). LVAEX pays higher dividends than RWEBX: LVAEX (1.57) vs RWEBX (0.76). LVAEX was incepted earlier than RWEBX: LVAEX (11 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 : 3.29 vs. LVAEX (1.05). RWEBX return over 5 years is better than : 45.88 vs. LVAEX (36.00).
| LVAEX | RWEBX | LVAEX / RWEBX | |
| Total Expense Ratio | 0.92 | 1.06 | 87% |
| Annual Report Gross Expense Ratio | 0.92 | 1.06 | 87% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.345 | 9.079 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 207B | 1% |
| Annual Yield % from dividends | 1.57 | 0.76 | 207% |
| Returns for 1 year | 1.05 | 3.29 | 32% |
| Returns for 3 years | 22.14 | 38.78 | 57% |
| Returns for 5 years | 36.00 | 45.88 | 78% |
| Returns for 10 years | 50.20 | 73.45 | 68% |
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