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LVAEX vs RWMHX
LVAEX vs RWMHX Comparison
Open Charts LVAEX vs RWMHX
LSV Value Equity Investor
Price$26.54
Change+$0.12 (+0.45%)
VolumeN/A
Net Assets1.11B
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
LVAEX vs RWMHX Comparison Chart in %
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LVAEX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LVAEX (1.11B). LVAEX pays higher dividends than RWMHX: LVAEX (1.54) vs RWMHX (1.30). LVAEX was incepted earlier than RWMHX: LVAEX (12 years) vs RWMHX (10 years). LVAEX (0.92) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). RWMHX has a lower initial minimum investment than LVAEX: RWMHX (250) vs LVAEX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.35 vs. LVAEX (0.63). RWMHX return over 5 years is better than : 41.75 vs. LVAEX (13.84).
| LVAEX | RWMHX | LVAEX / RWMHX | |
| Total Expense Ratio | 0.92 | 0.41 | 224% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 1.725 | 8.199 | 21% |
| 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 | 1.30 | 119% |
| Returns for 1 year | 0.63 | 6.35 | 10% |
| Returns for 3 years | 16.14 | 32.68 | 49% |
| Returns for 5 years | 13.84 | 41.75 | 33% |
| Returns for 10 years | 36.64 | 81.49 | 45% |
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