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OCLVX vs RWEBX
OCLVX vs RWEBX Comparison
Open Charts OCLVX vs RWEBX
Optimum Large Cap Value C
Price$20.47
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.8B
American Funds Washington Mutual R2E
Price$65.92
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets208.21B
OCLVX vs RWEBX Comparison Chart in %
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OCLVX vs. RWEBX 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 OCLVX is a Buy and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. OCLVX (1.8B). RWEBX pays higher dividends than OCLVX: RWEBX (0.78) vs OCLVX (0.00). OCLVX was incepted earlier than RWEBX: OCLVX (23 years) vs RWEBX (11 years). OCLVX (1.92) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). RWEBX has a lower initial minimum investment than OCLVX: RWEBX (250) vs OCLVX (1000). OCLVX annual gain was more profitable for investors over the last year : 7.02 vs. RWEBX (4.66). RWEBX return over 5 years is better than : 33.53 vs. OCLVX (13.36).
| OCLVX | RWEBX | OCLVX / RWEBX | |
| Total Expense Ratio | 1.92 | 1.06 | 181% |
| Annual Report Gross Expense Ratio | 1.92 | 1.06 | 181% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 4.290 | 1.452 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 208B | 1% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 7.02 | 4.66 | 151% |
| Returns for 3 years | 7.47 | 27.48 | 27% |
| Returns for 5 years | 13.36 | 33.53 | 40% |
| Returns for 10 years | 52.10 | 91.10 | 57% |
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