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CLVRX vs RWMHX
CLVRX vs RWMHX Comparison
Open Charts CLVRX vs RWMHX
Calvert US Large Cap Value Rspnb Idx R6
Price$35.40
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets1.89B
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
CLVRX vs RWMHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. CLVRX (1.89B). CLVRX pays higher dividends than RWMHX: CLVRX (1.96) vs RWMHX (1.33). CLVRX was incepted earlier than RWMHX: CLVRX (4 years) vs RWMHX (10 years). RWMHX (0.41) is less costly to investors than CLVRX (0.32). CLVRX is a more actively managed with annual turnover of: 33.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than CLVRX: RWMHX (250) vs CLVRX (5000000). RWMHX annual gain was more profitable for investors over the last year : 4.48 vs. CLVRX (2.86).
| CLVRX | RWMHX | CLVRX / RWMHX | |
| Total Expense Ratio | 0.19 | 0.41 | 46% |
| Annual Report Gross Expense Ratio | 0.32 | 0.41 | 78% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 10.906 | 8.808 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 204B | 1% |
| Annual Yield % from dividends | 1.96 | 1.33 | 148% |
| Returns for 1 year | 2.86 | 4.48 | 64% |
| Returns for 3 years | 31.45 | 29.53 | 107% |
| Returns for 5 years | N/A | 44.42 | - |
| Returns for 10 years | N/A | 71.77 | - |
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