Interact to see
Advertisement
Advertisement
LBWAX vs RWMHX
LBWAX vs RWMHX Comparison
Open Charts LBWAX vs RWMHX
LBWAX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBWAX vs. RWMHX commentary
Jul 14, 2026
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 LBWAX is a StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LBWAX (113M). RWMHX (1.35) and LBWAX (1.30) have matching dividends . LBWAX was incepted earlier than RWMHX: LBWAX (16 years) vs RWMHX (11 years). LBWAX (1.24) is less costly to investors than RWMHX (0.41). LBWAX is a more actively managed with annual turnover of: 57.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than LBWAX: RWMHX (250) vs LBWAX (1000). LBWAX annual gain was more profitable for investors over the last year : 13.04 vs. RWMHX (5.64). RWMHX return over 5 years is better than : 27.46 vs. LBWAX (16.63).
| LBWAX | RWMHX | LBWAX / RWMHX | |
| Total Expense Ratio | 1.16 | 0.41 | 283% |
| Annual Report Gross Expense Ratio | 1.24 | 0.41 | 302% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 14.114 | 3.801 | 371% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 219B | 0% |
| Annual Yield % from dividends | 1.30 | 1.35 | 96% |
| Returns for 1 year | 13.04 | 5.64 | 231% |
| Returns for 3 years | 38.60 | 28.74 | 134% |
| Returns for 5 years | 16.63 | 27.46 | 61% |
| Returns for 10 years | 45.02 | 76.53 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers