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LSVMX vs RWEBX
LSVMX vs RWEBX Comparison
Open Charts LSVMX vs RWEBX
LSV US Managed Volatility Institutional
Price$11.43
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets24.47M
American Funds Washington Mutual R2E
Price$67.04
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
LSVMX vs RWEBX Comparison Chart in %
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LSVMX vs. RWEBX commentary
Oct 09, 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 Buy and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. LSVMX (24.5M). LSVMX pays higher dividends than RWEBX: LSVMX (2.85) 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 (0.78). 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 : 5.78 vs. LSVMX (-1.83). RWEBX return over 5 years is better than : 47.84 vs. LSVMX (14.57).
| LSVMX | RWEBX | LSVMX / RWEBX | |
| Total Expense Ratio | 0.55 | 1.06 | 52% |
| Annual Report Gross Expense Ratio | 0.78 | 1.06 | 74% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.069 | 10.264 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5M | 209B | 0% |
| Annual Yield % from dividends | 2.85 | 0.76 | 376% |
| Returns for 1 year | -1.83 | 5.78 | -32% |
| Returns for 3 years | 9.06 | 43.12 | 21% |
| Returns for 5 years | 14.57 | 47.84 | 30% |
| Returns for 10 years | 36.46 | 76.62 | 48% |
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