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PLVIX vs RWMHX
PLVIX vs RWMHX Comparison
Open Charts PLVIX vs RWMHX
Principal Large Cap Value III Inst
Price$17.96
Change-$2.54 (-12.39%)
VolumeN/A
Net Assets2.42B
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
PLVIX vs RWMHX Comparison Chart in %
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PLVIX vs. RWMHX 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 PLVIX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. PLVIX (2.42B). PLVIX pays higher dividends than RWMHX: PLVIX (1.66) vs RWMHX (1.36). PLVIX was incepted earlier than RWMHX: PLVIX (25 years) vs RWMHX (10 years). PLVIX (0.71) is less costly to investors than RWMHX (0.41). PLVIX is a more actively managed with annual turnover of: 60.50 vs. RWMHX (29.00). PLVIX has a lower initial minimum investment than RWMHX: PLVIX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. PLVIX (-6.69). RWMHX return over 5 years is better than : 37.20 vs. PLVIX (7.18).
| PLVIX | RWMHX | PLVIX / RWMHX | |
| Total Expense Ratio | 0.69 | 0.41 | 168% |
| Annual Report Gross Expense Ratio | 0.71 | 0.41 | 173% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 3.576 | 1.523 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 208B | 1% |
| Annual Yield % from dividends | 1.66 | 1.36 | 122% |
| Returns for 1 year | -6.69 | 5.40 | -124% |
| Returns for 3 years | 7.86 | 30.10 | 26% |
| Returns for 5 years | 7.18 | 37.20 | 19% |
| Returns for 10 years | 57.47 | 96.94 | 59% |
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