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JVAQX vs RWMHX
JVAQX vs RWMHX Comparison
Open Charts JVAQX vs RWMHX
JPMorgan Value Advantage R4
Price$40.31
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets9.08B
American Funds Washington Mutual R5E
Price$67.22
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
JVAQX vs RWMHX Comparison Chart in %
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JVAQX 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 JVAQX is a StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAQX (9.08B). JVAQX pays higher dividends than RWMHX: JVAQX (1.42) vs RWMHX (1.33). JVAQX was incepted earlier than RWMHX: JVAQX (9 years) vs RWMHX (10 years). JVAQX (1.03) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JVAQX (17.00). JVAQX has a lower initial minimum investment than RWMHX: JVAQX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 6.94 vs. JVAQX (-1.03). RWMHX return over 5 years is better than : 52.00 vs. JVAQX (33.19).
| JVAQX | RWMHX | JVAQX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 1.03 | 0.41 | 251% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 6.624 | 10.618 | 62% |
| 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 | 1.42 | 1.33 | 107% |
| Returns for 1 year | -1.03 | 6.94 | -15% |
| Returns for 3 years | 18.26 | 45.52 | 40% |
| Returns for 5 years | 33.19 | 52.00 | 64% |
| Returns for 10 years | N/A | N/A | - |
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