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RWEBX vs SJVIX
RWEBX vs SJVIX Comparison
Open Charts RWEBX vs SJVIX
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
Steward Large Cap Value I
Price$30.55
Change+$0.18 (+0.59%)
VolumeN/A
Net Assets104.74M
RWEBX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. SJVIX (105M). SJVIX pays higher dividends than RWEBX: SJVIX (1.29) vs RWEBX (0.76). RWEBX was incepted earlier than SJVIX: RWEBX (11 years) vs SJVIX (4 years). RWEBX (1.06) and SJVIX (1.01) have similar cost to investors . SJVIX is a more actively managed with annual turnover of: 133.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than SJVIX: RWEBX (250) vs SJVIX (100000). RWEBX annual gain was more profitable for investors over the last year : 3.29 vs. SJVIX (-0.44).
| RWEBX | SJVIX | RWEBX / SJVIX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 1.01 | 105% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 9.079 | 7.874 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 105M | 196,190% |
| Annual Yield % from dividends | 0.76 | 1.29 | 59% |
| Returns for 1 year | 3.29 | -0.44 | -746% |
| Returns for 3 years | 38.78 | 50.39 | 77% |
| Returns for 5 years | 45.88 | N/A | - |
| Returns for 10 years | 73.45 | N/A | - |