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JLCVX vs RWMEX
JLCVX vs RWMEX Comparison
Open Charts JLCVX vs RWMEX
JLCVX vs RWMEX Comparison Chart in %
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JLCVX vs. RWMEX commentary
Jul 05, 2026
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 JLCVX is a Hold and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 218B vs. JLCVX (6.18B). RWMEX pays higher dividends than JLCVX: RWMEX (1.18) vs JLCVX (0.49). JLCVX was incepted earlier than RWMEX: JLCVX (17 years) vs RWMEX (24 years). JLCVX (0.71) is less costly to investors than RWMEX (0.60). JLCVX is a more actively managed with annual turnover of: 49.00 vs. RWMEX (29.00). JLCVX has a lower initial minimum investment than RWMEX: JLCVX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 6.31 vs. JLCVX (-0.87). RWMEX return over 5 years is better than : 26.12 vs. JLCVX (-3.25).
| JLCVX | RWMEX | JLCVX / RWMEX | |
| Total Expense Ratio | 0.70 | 0.60 | 117% |
| Annual Report Gross Expense Ratio | 0.71 | 0.60 | 118% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.235 | 3.798 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.18B | 218B | 3% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | -0.87 | 6.31 | -14% |
| Returns for 3 years | 14.86 | 29.26 | 51% |
| Returns for 5 years | -3.25 | 26.12 | -12% |
| Returns for 10 years | 77.68 | 78.62 | 99% |
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