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RWMHX vs SJVIX
RWMHX vs SJVIX Comparison
Open Charts RWMHX vs SJVIX
American Funds Washington Mutual R5E
Price$66.64
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
RWMHX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. SJVIX (105M). RWMHX (1.33) and SJVIX (1.29) 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 : 3.99 vs. SJVIX (-0.44).
| 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 | 9.663 | 7.874 | 123% |
| 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 | 1.33 | 1.29 | 103% |
| Returns for 1 year | 3.99 | -0.44 | -906% |
| Returns for 3 years | 41.40 | 50.39 | 82% |
| Returns for 5 years | 49.64 | N/A | - |
| Returns for 10 years | N/A | N/A | - |