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JLVIX vs RWMFX
JLVIX vs RWMFX Comparison
Open Charts JLVIX vs RWMFX
JLVIX vs RWMFX Comparison Chart in %
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JLVIX vs. RWMFX commentary
Aug 23, 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 JLVIX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. JLVIX (6.1B). RWMFX pays higher dividends than JLVIX: RWMFX (1.42) vs JLVIX (0.42). JLVIX was incepted earlier than RWMFX: JLVIX (25 years) vs RWMFX (24 years). JLVIX (0.77) is less costly to investors than RWMFX (0.31). JLVIX is a more actively managed with annual turnover of: 49.00 vs. RWMFX (32.00). RWMFX has a lower initial minimum investment than JLVIX: RWMFX (250) vs JLVIX (250000). RWMFX annual gain was more profitable for investors over the last year : 7.53 vs. JLVIX (2.71). RWMFX return over 5 years is better than : 29.34 vs. JLVIX (-0.67).
| JLVIX | RWMFX | JLVIX / RWMFX | |
| Total Expense Ratio | 0.76 | 0.31 | 245% |
| Annual Report Gross Expense Ratio | 0.77 | 0.31 | 248% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 6.886 | 6.626 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 218B | 3% |
| Annual Yield % from dividends | 0.42 | 1.42 | 30% |
| Returns for 1 year | 2.71 | 7.53 | 36% |
| Returns for 3 years | 21.65 | 34.20 | 63% |
| Returns for 5 years | -0.67 | 29.34 | -2% |
| Returns for 10 years | 71.41 | 80.88 | 88% |
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