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JLVZX vs RWMHX
JLVZX vs RWMHX Comparison
Open Charts JLVZX vs RWMHX
JPMorgan Large Cap Value R2
Price$21.66
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets5.37B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
JLVZX vs RWMHX Comparison Chart in %
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JLVZX 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 JLVZX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. JLVZX (5.37B). RWMHX pays higher dividends than JLVZX: RWMHX (1.33) vs JLVZX (0.67). JLVZX was incepted earlier than RWMHX: JLVZX (17 years) vs RWMHX (10 years). JLVZX (1.27) is less costly to investors than RWMHX (0.41). JLVZX is a more actively managed with annual turnover of: 185.00 vs. RWMHX (29.00). JLVZX has a lower initial minimum investment than RWMHX: JLVZX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. JLVZX (-4.29). RWMHX (43.18) and JLVZX (42.85) have equivalent 5 years return.
| JLVZX | RWMHX | JLVZX / RWMHX | |
| Total Expense Ratio | 1.19 | 0.41 | 290% |
| Annual Report Gross Expense Ratio | 1.27 | 0.41 | 310% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 9.423 | 8.429 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.37B | 204B | 3% |
| Annual Yield % from dividends | 0.67 | 1.33 | 51% |
| Returns for 1 year | -4.29 | 3.91 | -110% |
| Returns for 3 years | 15.12 | 29.08 | 52% |
| Returns for 5 years | 42.85 | 43.18 | 99% |
| Returns for 10 years | 58.25 | 71.17 | 82% |
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