Interact to see
Advertisement
Advertisement
JLVMX vs RWMHX
JLVMX vs RWMHX Comparison
Open Charts JLVMX vs RWMHX
JPMorgan Large Cap Value R6
Price$21.52
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets5.37B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
JLVMX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVMX vs. RWMHX commentary
Nov 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. JLVMX (5.37B). RWMHX (1.33) and JLVMX (1.32) 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 : 3.91 vs. JLVMX (-3.64). JLVMX return over 5 years is better than : 46.92 vs. RWMHX (43.18).
| 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 | 10.158 | 8.429 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 204B | 3% |
| Annual Yield % from dividends | 1.32 | 1.33 | 100% |
| Returns for 1 year | -3.64 | 3.91 | -93% |
| Returns for 3 years | 17.40 | 29.08 | 60% |
| Returns for 5 years | 46.92 | 43.18 | 109% |
| Returns for 10 years | 68.28 | 71.17 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement