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OALVX vs RWMHX
OALVX vs RWMHX Comparison
Open Charts OALVX vs RWMHX
Optimum Large Cap Value A
Price$19.70
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets1.97B
American Funds Washington Mutual R5E
Price$68.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets209.48B
OALVX vs RWMHX Comparison Chart in %
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OALVX vs. RWMHX commentary
Dec 16, 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 RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. OALVX (1.97B). RWMHX pays higher dividends than OALVX: RWMHX (1.30) vs OALVX (0.74). OALVX was incepted earlier than RWMHX: OALVX (22 years) vs RWMHX (10 years). OALVX (1.17) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). RWMHX has a lower initial minimum investment than OALVX: RWMHX (250) vs OALVX (1000). RWMHX annual gain was more profitable for investors over the last year : 5.38 vs. OALVX (4.23). RWMHX return over 5 years is better than : 44.48 vs. OALVX (17.51).
| OALVX | RWMHX | OALVX / RWMHX | |
| Total Expense Ratio | 1.17 | 0.41 | 285% |
| Annual Report Gross Expense Ratio | 1.17 | 0.41 | 285% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 6.833 | 12.428 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 209B | 1% |
| Annual Yield % from dividends | 0.74 | 1.30 | 57% |
| Returns for 1 year | 4.23 | 5.38 | 79% |
| Returns for 3 years | 9.67 | 38.32 | 25% |
| Returns for 5 years | 17.51 | 44.48 | 39% |
| Returns for 10 years | 46.06 | 93.84 | 49% |
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