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LVAEX vs RWMHX
LVAEX vs RWMHX Comparison
Open Charts LVAEX vs RWMHX
LSV Value Equity Investor
Price$26.43
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets1.11B
American Funds Washington Mutual R5E
Price$66.71
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
LVAEX vs RWMHX Comparison Chart in %
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LVAEX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LVAEX (1.11B). LVAEX pays higher dividends than RWMHX: LVAEX (1.62) vs RWMHX (1.38). 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 : 8.98 vs. LVAEX (0.66). RWMHX return over 5 years is better than : 40.18 vs. LVAEX (7.77).
| 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 | 2.961 | 2.599 | 114% |
| 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 | 1.38 | 117% |
| Returns for 1 year | 0.66 | 8.98 | 7% |
| Returns for 3 years | 11.47 | 31.87 | 36% |
| Returns for 5 years | 7.77 | 40.18 | 19% |
| Returns for 10 years | 53.84 | 102.06 | 53% |
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