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JVARX vs RWMHX
JVARX vs RWMHX Comparison
Open Charts JVARX vs RWMHX
JPMorgan Value Advantage R5
Price$39.69
Change-$0.25 (-0.63%)
VolumeN/A
Net Assets9.06B
American Funds Washington Mutual R5E
Price$67.04
Change-$0.32 (-0.48%)
VolumeN/A
Net Assets209.11B
JVARX vs RWMHX Comparison Chart in %
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JVARX vs. RWMHX 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 RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVARX (9.06B). JVARX pays higher dividends than RWMHX: JVARX (1.49) vs RWMHX (1.33). JVARX was incepted earlier than RWMHX: JVARX (9 years) vs RWMHX (10 years). JVARX (0.69) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JVARX (17.00). JVARX has a lower initial minimum investment than RWMHX: JVARX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.15 vs. JVARX (-2.41). RWMHX return over 5 years is better than : 50.96 vs. JVARX (31.68).
| JVARX | RWMHX | JVARX / RWMHX | |
| Total Expense Ratio | 0.60 | 0.41 | 146% |
| Annual Report Gross Expense Ratio | 0.69 | 0.41 | 168% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 5.896 | 10.322 | 57% |
| 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 | 1.33 | 112% |
| Returns for 1 year | -2.41 | 5.15 | -47% |
| Returns for 3 years | 16.85 | 46.35 | 36% |
| Returns for 5 years | 31.68 | 50.96 | 62% |
| Returns for 10 years | N/A | N/A | - |
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