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LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.19 (+1.70%)
VolumeN/A
Net Assets24.31M
American Funds Washington Mutual R5E
Price$66.07
Change+$0.64 (+0.98%)
VolumeN/A
Net Assets204.09B
LSVMX vs RWMHX Comparison Chart in %
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LSVMX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. LSVMX (24.3M). LSVMX pays higher dividends than RWMHX: LSVMX (2.87) vs RWMHX (1.33). LSVMX was incepted earlier than RWMHX: LSVMX (11 years) vs RWMHX (10 years). LSVMX (0.87) 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 : 3.42 vs. LSVMX (-5.04). RWMHX return over 5 years is better than : 44.31 vs. LSVMX (11.80).
| LSVMX | RWMHX | LSVMX / RWMHX | |
| Total Expense Ratio | 0.55 | 0.41 | 134% |
| Annual Report Gross Expense Ratio | 0.87 | 0.41 | 212% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 12.277 | 8.725 | 141% |
| 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 | 1.33 | 216% |
| Returns for 1 year | -5.04 | 3.42 | -147% |
| Returns for 3 years | -4.65 | 27.82 | -17% |
| Returns for 5 years | 11.80 | 44.31 | 27% |
| Returns for 10 years | 34.99 | 71.47 | 49% |
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