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JLCVX vs RWMFX
JLCVX vs RWMFX Comparison
Open Charts JLCVX vs RWMFX
JLCVX vs RWMFX Comparison Chart in %
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JLCVX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. JLCVX (6.18B). RWMFX pays higher dividends than JLCVX: RWMFX (1.44) vs JLCVX (0.49). JLCVX was incepted earlier than RWMFX: JLCVX (17 years) vs RWMFX (24 years). JLCVX (0.71) is less costly to investors than RWMFX (0.31). JLCVX is a more actively managed with annual turnover of: 49.00 vs. RWMFX (29.00). JLCVX has a lower initial minimum investment than RWMFX: JLCVX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 6.68 vs. JLCVX (-0.87). RWMFX return over 5 years is better than : 27.90 vs. JLCVX (-3.25).
| JLCVX | RWMFX | JLCVX / RWMFX | |
| Total Expense Ratio | 0.70 | 0.31 | 226% |
| Annual Report Gross Expense Ratio | 0.71 | 0.31 | 229% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.235 | 3.982 | 56% |
| 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 | 1.44 | 34% |
| Returns for 1 year | -0.87 | 6.68 | -13% |
| Returns for 3 years | 14.86 | 30.63 | 49% |
| Returns for 5 years | -3.25 | 27.90 | -12% |
| Returns for 10 years | 77.68 | 81.85 | 95% |
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