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JVAPX vs RWMHX
JVAPX vs RWMHX Comparison
Open Charts JVAPX vs RWMHX
JPMorgan Value Advantage R3
Price$38.77
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets9.08B
American Funds Washington Mutual R5E
Price$67.22
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
JVAPX vs RWMHX Comparison Chart in %
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JVAPX vs. RWMHX commentary
Oct 08, 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 JVAPX is a StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAPX (9.08B). RWMHX pays higher dividends than JVAPX: RWMHX (1.33) vs JVAPX (1.20). JVAPX was incepted earlier than RWMHX: JVAPX (9 years) vs RWMHX (10 years). JVAPX (1.16) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JVAPX (17.00). JVAPX has a lower initial minimum investment than RWMHX: JVAPX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 6.94 vs. JVAPX (-1.56). RWMHX return over 5 years is better than : 52.00 vs. JVAPX (29.56).
| JVAPX | RWMHX | JVAPX / RWMHX | |
| Total Expense Ratio | 1.00 | 0.41 | 244% |
| Annual Report Gross Expense Ratio | 1.16 | 0.41 | 283% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 6.407 | 10.618 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08B | 209B | 4% |
| Annual Yield % from dividends | 1.20 | 1.33 | 90% |
| Returns for 1 year | -1.56 | 6.94 | -22% |
| Returns for 3 years | 15.86 | 45.52 | 35% |
| Returns for 5 years | 29.56 | 52.00 | 57% |
| Returns for 10 years | N/A | N/A | - |
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