Interact to see
Advertisement
Advertisement
LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$11.43
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets24.47M
American Funds Washington Mutual R5E
Price$67.36
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
LSVMX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RWMHX 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 RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. LSVMX (24.5M). LSVMX pays higher dividends than RWMHX: LSVMX (2.85) vs RWMHX (1.33). LSVMX was incepted earlier than RWMHX: LSVMX (11 years) vs RWMHX (10 years). LSVMX (0.78) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LSVMX (18.00). RWMHX has a lower initial minimum investment than LSVMX: RWMHX (250) vs LSVMX (100000). RWMHX annual gain was more profitable for investors over the last year : 6.52 vs. LSVMX (-1.83). RWMHX return over 5 years is better than : 51.68 vs. LSVMX (14.57).
| LSVMX | RWMHX | LSVMX / RWMHX | |
| Total Expense Ratio | 0.55 | 0.41 | 134% |
| Annual Report Gross Expense Ratio | 0.78 | 0.41 | 190% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.069 | 10.848 | 120% |
| 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 | 1.33 | 214% |
| Returns for 1 year | -1.83 | 6.52 | -28% |
| Returns for 3 years | 9.06 | 45.83 | 20% |
| Returns for 5 years | 14.57 | 51.68 | 28% |
| Returns for 10 years | 36.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement