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LSVMX vs RWEBX
LSVMX vs RWEBX Comparison
Open Charts LSVMX vs RWEBX
LSVMX vs RWEBX Comparison Chart in %
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LSVMX vs. RWEBX 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 LSVMX is a Buy and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 214B vs. LSVMX (27.5M). LSVMX pays higher dividends than RWEBX: LSVMX (1.77) vs RWEBX (0.75). LSVMX was incepted earlier than RWEBX: LSVMX (12 years) vs RWEBX (12 years). RWEBX (1.06) is less costly to investors than LSVMX (0.96). LSVMX (30.00) and RWEBX (29.00) have comparable annual turnover. 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 : 7.24 vs. LSVMX (1.91). RWEBX return over 5 years is better than : 22.77 vs. LSVMX (-9.32).
| LSVMX | RWEBX | LSVMX / RWEBX | |
| Total Expense Ratio | 0.55 | 1.06 | 52% |
| Annual Report Gross Expense Ratio | 0.96 | 1.06 | 91% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.795 | 5.239 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 214B | 0% |
| Annual Yield % from dividends | 1.77 | 0.75 | 235% |
| Returns for 1 year | 1.91 | 7.24 | 26% |
| Returns for 3 years | 2.34 | 29.98 | 8% |
| Returns for 5 years | -9.32 | 22.77 | -41% |
| Returns for 10 years | 21.62 | 78.62 | 27% |
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