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OLVTX vs RWMHX
OLVTX vs RWMHX Comparison
Open Charts OLVTX vs RWMHX
JPMorgan Large Cap Value R3
Price$21.46
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.31B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
OLVTX vs RWMHX Comparison Chart in %
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OLVTX vs. RWMHX 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 OLVTX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. OLVTX (5.31B). RWMHX pays higher dividends than OLVTX: RWMHX (1.33) vs OLVTX (0.91). OLVTX was incepted earlier than RWMHX: OLVTX (7 years) vs RWMHX (10 years). OLVTX (1.01) is less costly to investors than RWMHX (0.41). OLVTX is a more actively managed with annual turnover of: 185.00 vs. RWMHX (29.00). OLVTX has a lower initial minimum investment than RWMHX: OLVTX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.99 vs. OLVTX (-1.37). OLVTX return over 5 years is better than : 62.27 vs. RWMHX (49.64).
| OLVTX | RWMHX | OLVTX / RWMHX | |
| Total Expense Ratio | 0.94 | 0.41 | 229% |
| Annual Report Gross Expense Ratio | 1.01 | 0.41 | 246% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 10.468 | 9.663 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 206B | 3% |
| Annual Yield % from dividends | 0.91 | 1.33 | 69% |
| Returns for 1 year | -1.37 | 3.99 | -34% |
| Returns for 3 years | 26.29 | 41.40 | 63% |
| Returns for 5 years | 62.27 | 49.64 | 125% |
| Returns for 10 years | N/A | N/A | - |
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