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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. LBWAX (122M). RWMHX pays higher dividends than LBWAX: RWMHX (1.34) vs LBWAX (1.25). 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 (32.00). 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 : 15.56 vs. RWMHX (7.41). RWMHX return over 5 years is better than : 28.75 vs. LBWAX (20.97).
| 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 | 19.779 | 6.557 | 302% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 218B | 0% |
| Annual Yield % from dividends | 1.25 | 1.34 | 94% |
| Returns for 1 year | 15.56 | 7.41 | 210% |
| Returns for 3 years | 46.21 | 33.75 | 137% |
| Returns for 5 years | 20.97 | 28.75 | 73% |
| Returns for 10 years | 50.60 | 79.77 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EACOX | 22.51 | 0.37 | +1.67% |
| Eaton Vance Emerg & Frntr Countrs Eq A | |||
| GSGCX | 52.33 | 0.34 | +0.65% |
| Goldman Sachs Equity Income C | |||
| MRFOX | 35.99 | 0.22 | +0.62% |
| Marshfield Concentrated Opportunity | |||
| TINRX | 54.16 | 0.26 | +0.48% |
| Nuveen Equity Index A | |||
| BGLAX | 12.54 | -0.09 | -0.71% |
| Brookfield Global Listed InfrastructureA | |||