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LSVMX vs RWEBX
LSVMX vs RWEBX Comparison
Open Charts LSVMX vs RWEBX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.19 (+1.70%)
VolumeN/A
Net Assets24.31M
American Funds Washington Mutual R2E
Price$65.71
Change+$0.63 (+0.97%)
VolumeN/A
Net Assets204.09B
LSVMX vs RWEBX Comparison Chart in %
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LSVMX vs. RWEBX commentary
Nov 23, 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 LSVMX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. LSVMX (24.3M). LSVMX pays higher dividends than RWEBX: LSVMX (2.87) vs RWEBX (0.76). LSVMX was incepted earlier than RWEBX: LSVMX (11 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than LSVMX (0.87). RWEBX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). RWEBX has a lower initial minimum investment than LSVMX: RWEBX (250) vs LSVMX (100000). RWEBX annual gain was more profitable for investors over the last year : 2.72 vs. LSVMX (-5.04). RWEBX return over 5 years is better than : 40.69 vs. LSVMX (11.80).
| LSVMX | RWEBX | LSVMX / RWEBX | |
| Total Expense Ratio | 0.55 | 1.06 | 52% |
| Annual Report Gross Expense Ratio | 0.87 | 1.06 | 82% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 12.277 | 8.076 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 204B | 0% |
| Annual Yield % from dividends | 2.87 | 0.76 | 380% |
| Returns for 1 year | -5.04 | 2.72 | -185% |
| Returns for 3 years | -4.65 | 25.48 | -18% |
| Returns for 5 years | 11.80 | 40.69 | 29% |
| Returns for 10 years | 34.99 | 66.54 | 53% |
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