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JVARX vs RWEBX
JVARX vs RWEBX Comparison
Open Charts JVARX vs RWEBX
JPMorgan Value Advantage R5
Price$39.69
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets9.06B
American Funds Washington Mutual R2E
Price$66.73
Change-$0.31 (-0.46%)
VolumeN/A
Net Assets209.11B
JVARX vs RWEBX Comparison Chart in %
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JVARX vs. RWEBX commentary
Oct 10, 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 JVARX is a Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. JVARX (9.06B). JVARX pays higher dividends than RWEBX: JVARX (1.49) vs RWEBX (0.76). JVARX was incepted earlier than RWEBX: JVARX (9 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than JVARX (0.69). RWEBX is a more actively managed with annual turnover of: 29.00 vs. JVARX (17.00). JVARX has a lower initial minimum investment than RWEBX: JVARX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 4.44 vs. JVARX (-2.41). RWEBX return over 5 years is better than : 47.15 vs. JVARX (31.68).
| JVARX | RWEBX | JVARX / RWEBX | |
| Total Expense Ratio | 0.60 | 1.06 | 57% |
| Annual Report Gross Expense Ratio | 0.69 | 1.06 | 65% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 5.896 | 9.754 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 209B | 4% |
| Annual Yield % from dividends | 1.49 | 0.76 | 197% |
| Returns for 1 year | -2.41 | 4.44 | -54% |
| Returns for 3 years | 16.85 | 43.65 | 39% |
| Returns for 5 years | 31.68 | 47.15 | 67% |
| Returns for 10 years | N/A | 75.80 | - |
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