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LVAEX vs RWMHX
LVAEX vs RWMHX Comparison
Open Charts LVAEX vs RWMHX
LSV Value Equity Investor
Price$29.57
Change-$0.30 (-1.00%)
VolumeN/A
Net Assets1.15B
American Funds Washington Mutual R5E
Price$66.73
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
LVAEX vs RWMHX Comparison Chart in %
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LVAEX vs. RWMHX commentary
Nov 14, 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 RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LVAEX (1.15B). LVAEX pays higher dividends than RWMHX: LVAEX (1.58) vs RWMHX (1.33). LVAEX was incepted earlier than RWMHX: LVAEX (11 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 : 5.16 vs. LVAEX (2.39). RWMHX return over 5 years is better than : 46.83 vs. LVAEX (32.33).
| LVAEX | RWMHX | LVAEX / RWMHX | |
| Total Expense Ratio | 0.92 | 0.41 | 224% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 14.488 | 11.375 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 209B | 1% |
| Annual Yield % from dividends | 1.58 | 1.33 | 119% |
| Returns for 1 year | 2.39 | 5.16 | 46% |
| Returns for 3 years | 13.30 | 32.41 | 41% |
| Returns for 5 years | 32.33 | 46.83 | 69% |
| Returns for 10 years | 56.45 | N/A | - |
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