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LBWAX vs RWMHX
LBWAX vs RWMHX Comparison
Open Charts LBWAX vs RWMHX
LBWAX vs RWMHX Comparison Chart in %
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LBWAX vs. RWMHX commentary
Jun 04, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 214B vs. LBWAX (109M). RWMHX (1.32) and LBWAX (1.31) 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 : 13.54 vs. RWMHX (7.97). RWMHX return over 5 years is better than : 26.14 vs. LBWAX (6.38).
| 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 | 9.458 | 5.528 | 171% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 214B | 0% |
| Annual Yield % from dividends | 1.31 | 1.32 | 100% |
| Returns for 1 year | 13.54 | 7.97 | 170% |
| Returns for 3 years | 38.34 | 32.66 | 117% |
| Returns for 5 years | 6.38 | 26.14 | 24% |
| Returns for 10 years | 42.41 | 84.32 | 50% |
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