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JLVMX vs RWMHX
JLVMX vs RWMHX Comparison
Open Charts JLVMX vs RWMHX
JPMorgan Large Cap Value R6
Price$21.66
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.33B
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
JLVMX vs RWMHX Comparison Chart in %
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JLVMX vs. RWMHX commentary
Oct 20, 2025
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 JLVMX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 207B vs. JLVMX (5.33B). RWMHX (1.33) and JLVMX (1.33) have matching dividends . JLVMX was incepted earlier than RWMHX: JLVMX (15 years) vs RWMHX (10 years). JLVMX (0.50) is less costly to investors than RWMHX (0.41). JLVMX is a more actively managed with annual turnover of: 185.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than JLVMX: RWMHX (250) vs JLVMX (15000000). RWMHX annual gain was more profitable for investors over the last year : 3.99 vs. JLVMX (-0.82). JLVMX return over 5 years is better than : 65.87 vs. RWMHX (49.64).
| JLVMX | RWMHX | JLVMX / RWMHX | |
| Total Expense Ratio | 0.44 | 0.41 | 107% |
| Annual Report Gross Expense Ratio | 0.50 | 0.41 | 122% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 10.875 | 9.663 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 207B | 3% |
| Annual Yield % from dividends | 1.33 | 1.33 | 100% |
| Returns for 1 year | -0.82 | 3.99 | -21% |
| Returns for 3 years | 28.24 | 41.40 | 68% |
| Returns for 5 years | 65.87 | 49.64 | 133% |
| Returns for 10 years | 71.72 | N/A | - |
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