LVAMX
Price
$10.05
Change
+$0.01 (+0.10%)
Updated
Dec 26 closing price
Net Assets
24.8M
RWMHX
Price
$65.74
Change
-$0.01 (-0.02%)
Updated
Dec 26 closing price
Net Assets
209.48B
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LVAMX vs RWMHX

Header iconLVAMX vs RWMHX Comparison
Open Charts LVAMX vs RWMHXBanner chart's image
LSV US Managed Volatility Investor
Price$10.05
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets24.8M
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
LVAMX vs RWMHX Comparison Chart in %
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LVAMX vs. RWMHX commentary
Dec 29, 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 LVAMX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LVAMX (24.8M). LVAMX pays higher dividends than RWMHX: LVAMX (2.57) vs RWMHX (1.30). LVAMX was incepted earlier than RWMHX: LVAMX (12 years) vs RWMHX (10 years). LVAMX (1.12) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LVAMX (18.00). RWMHX has a lower initial minimum investment than LVAMX: RWMHX (250) vs LVAMX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.04 vs. LVAMX (-2.83). RWMHX return over 5 years is better than : 41.73 vs. LVAMX (-3.95).
LVAMXRWMHXLVAMX / RWMHX
Total Expense Ratio0.800.41195%
Annual Report Gross Expense Ratio1.120.41273%
Fund Existence12 years10 years-
Gain YTD-1.7608.182-22%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets24.8M209B0%
Annual Yield % from dividends2.571.30198%
Returns for 1 year-2.836.04-47%
Returns for 3 years-9.0332.61-28%
Returns for 5 years-3.9541.73-9%
Returns for 10 years15.7580.0620%
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