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RWMHX vs STVZX
RWMHX vs STVZX Comparison
Open Charts RWMHX vs STVZX
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
Virtus Ceredex Large-Cap Value Equity R6
Price$9.90
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets262.82M
RWMHX vs STVZX Comparison Chart in %
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RWMHX vs. STVZX commentary
Dec 26, 2025
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 RWMHX is a Hold and STVZX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. STVZX (263M). STVZX pays higher dividends than RWMHX: STVZX (1.39) vs RWMHX (1.30). RWMHX was incepted earlier than STVZX: RWMHX (10 years) vs STVZX (11 years). STVZX (0.88) is less costly to investors than RWMHX (0.41). STVZX is a more actively managed with annual turnover of: 112.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than STVZX: RWMHX (250) vs STVZX (2500000). RWMHX annual gain was more profitable for investors over the last year : 6.35 vs. STVZX (-3.04). RWMHX return over 5 years is better than : 41.75 vs. STVZX (-21.89).
| RWMHX | STVZX | RWMHX / STVZX | |
| Total Expense Ratio | 0.41 | 0.72 | 57% |
| Annual Report Gross Expense Ratio | 0.41 | 0.88 | 47% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 8.199 | -1.980 | -414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 263M | 79,468% |
| Annual Yield % from dividends | 1.30 | 1.39 | 94% |
| Returns for 1 year | 6.35 | -3.04 | -209% |
| Returns for 3 years | 32.68 | 2.69 | 1,214% |
| Returns for 5 years | 41.75 | -21.89 | -191% |
| Returns for 10 years | 81.49 | -24.77 | -329% |
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