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JVARX vs RWMHX
JVARX vs RWMHX Comparison
Open Charts JVARX vs RWMHX
JPMorgan Value Advantage R5
Price$39.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.77B
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
JVARX vs RWMHX Comparison Chart in %
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JVARX vs. RWMHX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. JVARX (8.77B). JVARX pays higher dividends than RWMHX: JVARX (1.52) 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). JVARX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). 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 : 3.91 vs. JVARX (-7.85). RWMHX return over 5 years is better than : 43.18 vs. JVARX (19.74).
| 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 | 4.536 | 8.429 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 204B | 4% |
| Annual Yield % from dividends | 1.52 | 1.33 | 114% |
| Returns for 1 year | -7.85 | 3.91 | -201% |
| Returns for 3 years | 3.97 | 29.08 | 14% |
| Returns for 5 years | 19.74 | 43.18 | 46% |
| Returns for 10 years | N/A | 71.17 | - |
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