LVAMX
Price
$10.06
Change
-$1.37 (-11.99%)
Updated
Feb 3 closing price
Net Assets
25.48M
RWMHX
Price
$66.01
Change
-$1.03 (-1.54%)
Updated
Feb 3 closing price
Net Assets
208.21B
Interact to see
Advertisement

LVAMX vs RWMHX

Header iconLVAMX vs RWMHX Comparison
Open Charts LVAMX vs RWMHXBanner chart's image
LSV US Managed Volatility Investor
Price$10.06
Change-$1.37 (-11.99%)
VolumeN/A
Net Assets25.48M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
LVAMX vs RWMHX Comparison Chart in %
View a ticker or compare two or three
VS
LVAMX vs. RWMHX commentary
Feb 05, 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 LVAMX is a Buy and RWMHX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. LVAMX (25.5M). LVAMX pays higher dividends than RWMHX: LVAMX (1.53) vs RWMHX (1.36). 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). LVAMX (30.00) and RWMHX (29.00) have comparable annual turnover. 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 : 5.40 vs. LVAMX (-2.69). RWMHX return over 5 years is better than : 37.20 vs. LVAMX (-4.72).
LVAMXRWMHXLVAMX / RWMHX
Total Expense Ratio0.800.41195%
Annual Report Gross Expense Ratio1.120.41273%
Fund Existence12 years10 years-
Gain YTD3.2851.523216%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets25.5M208B0%
Annual Yield % from dividends1.531.36113%
Returns for 1 year-2.695.40-50%
Returns for 3 years-8.8030.10-29%
Returns for 5 years-4.7237.20-13%
Returns for 10 years22.4996.9423%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GSG25.060.60
+2.45%
iShares S&P GSCI Commodity-Indexed Trust
IMAR30.24-0.01
-0.05%
Innovator Intl Dev Pwr Bffr ETF - Mar
IJR128.24-0.11
-0.09%
iShares Core S&P Small-Cap ETF
LCOW23.77-0.48
-2.00%
Pacer S&P 500 Qul FCF Aristocrats ETF
SNSR37.24-0.76
-2.00%
Global X Internet of Things ETF