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RWMHX vs SJVIX
RWMHX vs SJVIX Comparison
Open Charts RWMHX vs SJVIX
American Funds Washington Mutual R5E
Price$66.73
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Steward Large Cap Value I
Price$31.20
Change-$0.35 (-1.11%)
VolumeN/A
Net Assets109.8M
RWMHX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. SJVIX (110M). RWMHX (1.33) and SJVIX (1.30) have matching dividends . RWMHX was incepted earlier than SJVIX: RWMHX (10 years) vs SJVIX (4 years). SJVIX (1.01) is less costly to investors than RWMHX (0.41). SJVIX is a more actively managed with annual turnover of: 133.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than SJVIX: RWMHX (250) vs SJVIX (100000). RWMHX annual gain was more profitable for investors over the last year : 5.16 vs. SJVIX (1.10).
| RWMHX | SJVIX | RWMHX / SJVIX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 11.375 | 11.405 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 110M | 190,000% |
| Annual Yield % from dividends | 1.33 | 1.30 | 102% |
| Returns for 1 year | 5.16 | 1.10 | 471% |
| Returns for 3 years | 32.41 | 40.69 | 80% |
| Returns for 5 years | 46.83 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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