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OILVX vs RWMHX
OILVX vs RWMHX Comparison
Open Charts OILVX vs RWMHX
Optimum Large Cap Value Instl
Price$19.93
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.98B
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
OILVX vs RWMHX Comparison Chart in %
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OILVX vs. RWMHX commentary
Dec 27, 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 OILVX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. OILVX (1.98B). RWMHX pays higher dividends than OILVX: RWMHX (1.30) vs OILVX (1.09). OILVX was incepted earlier than RWMHX: OILVX (22 years) vs RWMHX (10 years). OILVX (0.92) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OILVX (11.00). OILVX has a lower initial minimum investment than RWMHX: OILVX (0) vs RWMHX (250). RWMHX (6.04) and OILVX (6.01) have marching annual gain over last year. RWMHX return over 5 years is better than : 41.73 vs. OILVX (19.40).
| OILVX | RWMHX | OILVX / RWMHX | |
| Total Expense Ratio | 0.92 | 0.41 | 224% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 7.439 | 8.182 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 209B | 1% |
| Annual Yield % from dividends | 1.09 | 1.30 | 84% |
| Returns for 1 year | 6.01 | 6.04 | 99% |
| Returns for 3 years | 9.76 | 32.61 | 30% |
| Returns for 5 years | 19.40 | 41.73 | 47% |
| Returns for 10 years | 45.53 | 80.06 | 57% |
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