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LVOLX vs RWMFX
LVOLX vs RWMFX Comparison
Open Charts LVOLX vs RWMFX
SGI US Large Cap Equity A
Price$18.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets225.97M
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
LVOLX vs RWMFX Comparison Chart in %
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LVOLX vs. RWMFX commentary
Sep 09, 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 LVOLX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. LVOLX (226M). RWMFX pays higher dividends than LVOLX: RWMFX (1.43) vs LVOLX (0.17). LVOLX was incepted earlier than RWMFX: LVOLX (10 years) vs RWMFX (23 years). LVOLX (1.22) is less costly to investors than RWMFX (0.31). LVOLX is a more actively managed with annual turnover of: 194.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than LVOLX: RWMFX (250) vs LVOLX (1000). RWMFX annual gain was more profitable for investors over the last year : 9.85 vs. LVOLX (-12.55). RWMFX return over 5 years is better than : 51.83 vs. LVOLX (-2.01).
| LVOLX | RWMFX | LVOLX / RWMFX | |
| Total Expense Ratio | 1.23 | 0.31 | 397% |
| Annual Report Gross Expense Ratio | 1.22 | 0.31 | 394% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.082 | 8.475 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 205B | 0% |
| Annual Yield % from dividends | 0.17 | 1.43 | 12% |
| Returns for 1 year | -12.55 | 9.85 | -127% |
| Returns for 3 years | 0.82 | 30.71 | 3% |
| Returns for 5 years | -2.01 | 51.83 | -4% |
| Returns for 10 years | N/A | 85.03 | - |
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