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JVAYX vs RWMHX
JVAYX vs RWMHX Comparison
Open Charts JVAYX vs RWMHX
JPMorgan Value Advantage R6
Price$40.19
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets9.11B
American Funds Washington Mutual R5E
Price$67.27
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets209.01B
JVAYX vs RWMHX Comparison Chart in %
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JVAYX vs. RWMHX commentary
Oct 06, 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 JVAYX is a Hold and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. JVAYX (9.11B). JVAYX pays higher dividends than RWMHX: JVAYX (1.58) vs RWMHX (1.33). JVAYX was incepted earlier than RWMHX: JVAYX (9 years) vs RWMHX (10 years). JVAYX (0.59) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. JVAYX (17.00). RWMHX has a lower initial minimum investment than JVAYX: RWMHX (250) vs JVAYX (15000000). RWMHX annual gain was more profitable for investors over the last year : 7.00 vs. JVAYX (-0.36). RWMHX return over 5 years is better than : 56.58 vs. JVAYX (39.26).
| JVAYX | RWMHX | JVAYX / RWMHX | |
| Total Expense Ratio | 0.50 | 0.41 | 122% |
| Annual Report Gross Expense Ratio | 0.59 | 0.41 | 144% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.145 | 10.700 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 209B | 4% |
| Annual Yield % from dividends | 1.58 | 1.33 | 119% |
| Returns for 1 year | -0.36 | 7.00 | -5% |
| Returns for 3 years | 14.07 | 40.57 | 35% |
| Returns for 5 years | 39.26 | 56.58 | 69% |
| Returns for 10 years | N/A | N/A | - |
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