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JLVZX vs RWMHX
JLVZX vs RWMHX Comparison
Open Charts JLVZX vs RWMHX
JPMorgan Large Cap Value R2
Price$22.07
Change+$0.25 (+1.15%)
VolumeN/A
Net Assets5.33B
American Funds Washington Mutual R5E
Price$67.17
Change+$0.53 (+0.80%)
VolumeN/A
Net Assets206.71B
JLVZX vs RWMHX Comparison Chart in %
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JLVZX vs. RWMHX commentary
Oct 21, 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 Buy and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 207B vs. JLVZX (5.33B). RWMHX pays higher dividends than JLVZX: RWMHX (1.33) vs JLVZX (0.68). 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 : 4.71 vs. JLVZX (-1.65). JLVZX return over 5 years is better than : 63.20 vs. RWMHX (53.06).
| 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 | 10.232 | 10.536 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 207B | 3% |
| Annual Yield % from dividends | 0.68 | 1.33 | 51% |
| Returns for 1 year | -1.65 | 4.71 | -35% |
| Returns for 3 years | 25.03 | 40.95 | 61% |
| Returns for 5 years | 63.20 | 53.06 | 119% |
| Returns for 10 years | 59.64 | N/A | - |
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