Interact to see
Advertisement
Advertisement
JLVIX vs RWMFX
JLVIX vs RWMFX Comparison
Open Charts JLVIX vs RWMFX
JLVIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVIX vs. RWMFX commentary
Jun 04, 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 Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. JLVIX (6.36B). RWMFX pays higher dividends than JLVIX: RWMFX (1.40) 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 (29.00). 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 : 8.10 vs. JLVIX (6.50). RWMFX return over 5 years is better than : 26.71 vs. JLVIX (2.46).
| 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 | 4.219 | 5.575 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 214B | 3% |
| Annual Yield % from dividends | 0.42 | 1.40 | 30% |
| Returns for 1 year | 6.50 | 8.10 | 80% |
| Returns for 3 years | 20.99 | 33.11 | 63% |
| Returns for 5 years | 2.46 | 26.71 | 9% |
| Returns for 10 years | 77.97 | 85.42 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement