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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LBWAX (117M). 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 (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 : 15.30 vs. RWMHX (6.89). RWMHX return over 5 years is better than : 28.22 vs. LBWAX (18.62).
| 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 | 16.227 | 4.962 | 327% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 219B | 0% |
| Annual Yield % from dividends | 1.25 | 1.34 | 94% |
| Returns for 1 year | 15.30 | 6.89 | 222% |
| Returns for 3 years | 36.66 | 27.59 | 133% |
| Returns for 5 years | 18.62 | 28.22 | 66% |
| Returns for 10 years | 49.48 | 79.60 | 62% |
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