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MBVKX vs RWMHX
MBVKX vs RWMHX Comparison
Open Charts MBVKX vs RWMHX
BlackRock Large Cap Focus Value K
Price$21.50
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets2.03B
American Funds Washington Mutual R5E
Price$66.27
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
MBVKX vs RWMHX Comparison Chart in %
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MBVKX 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 MBVKX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. MBVKX (2.03B). MBVKX pays higher dividends than RWMHX: MBVKX (1.88) vs RWMHX (1.36). MBVKX was incepted earlier than RWMHX: MBVKX (11 years) vs RWMHX (10 years). MBVKX (0.48) is less costly to investors than RWMHX (0.41). MBVKX is a more actively managed with annual turnover of: 80.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than MBVKX: RWMHX (250) vs MBVKX (5000000). MBVKX annual gain was more profitable for investors over the last year : 12.25 vs. RWMHX (5.40). RWMHX return over 5 years is better than : 37.20 vs. MBVKX (19.29).
| MBVKX | RWMHX | MBVKX / RWMHX | |
| Total Expense Ratio | 0.48 | 0.41 | 117% |
| Annual Report Gross Expense Ratio | 0.48 | 0.41 | 117% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 4.720 | 1.523 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 208B | 1% |
| Annual Yield % from dividends | 1.88 | 1.36 | 138% |
| Returns for 1 year | 12.25 | 5.40 | 227% |
| Returns for 3 years | 25.15 | 30.10 | 84% |
| Returns for 5 years | 19.29 | 37.20 | 52% |
| Returns for 10 years | 28.60 | 96.94 | 29% |
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