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RWMHX vs SJVIX
RWMHX vs SJVIX Comparison
Open Charts RWMHX vs SJVIX
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
Steward Large Cap Value I
Price$31.04
Change+$0.36 (+1.17%)
VolumeN/A
Net Assets129.46M
RWMHX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. SJVIX (129M). RWMHX pays higher dividends than SJVIX: RWMHX (1.36) vs SJVIX (0.97). 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). SJVIX annual gain was more profitable for investors over the last year : 7.99 vs. RWMHX (5.40).
| 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 | 1.523 | 3.759 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 129M | 161,240% |
| Annual Yield % from dividends | 1.36 | 0.97 | 140% |
| Returns for 1 year | 5.40 | 7.99 | 68% |
| Returns for 3 years | 30.10 | 35.96 | 84% |
| Returns for 5 years | 37.20 | N/A | - |
| Returns for 10 years | 96.94 | N/A | - |
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