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OALVX vs RWEBX
OALVX vs RWEBX Comparison
Open Charts OALVX vs RWEBX
Optimum Large Cap Value A
Price$20.25
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets1.91B
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
OALVX vs RWEBX Comparison Chart in %
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OALVX vs. RWEBX commentary
Oct 19, 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 OALVX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. OALVX (1.91B). RWEBX (0.76) and OALVX (0.75) have matching dividends . OALVX was incepted earlier than RWEBX: OALVX (22 years) vs RWEBX (11 years). OALVX (1.17) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). RWEBX has a lower initial minimum investment than OALVX: RWEBX (250) vs OALVX (1000). RWEBX annual gain was more profitable for investors over the last year : 3.29 vs. OALVX (-0.96). RWEBX return over 5 years is better than : 45.88 vs. OALVX (28.62).
| OALVX | RWEBX | OALVX / RWEBX | |
| Total Expense Ratio | 1.17 | 1.06 | 110% |
| Annual Report Gross Expense Ratio | 1.17 | 1.06 | 110% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 9.816 | 9.079 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 206B | 1% |
| Annual Yield % from dividends | 0.75 | 0.76 | 99% |
| Returns for 1 year | -0.96 | 3.29 | -29% |
| Returns for 3 years | 14.36 | 38.78 | 37% |
| Returns for 5 years | 28.62 | 45.88 | 62% |
| Returns for 10 years | 44.19 | 73.45 | 60% |