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LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSVMX vs RWMHX Comparison Chart in %
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LSVMX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 214B vs. LSVMX (27.5M). LSVMX pays higher dividends than RWMHX: LSVMX (1.77) vs RWMHX (1.32). LSVMX was incepted earlier than RWMHX: LSVMX (12 years) vs RWMHX (11 years). LSVMX (0.96) is less costly to investors than RWMHX (0.41). LSVMX (30.00) and RWMHX (29.00) have comparable annual turnover. 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 : 7.97 vs. LSVMX (1.91). RWMHX return over 5 years is better than : 26.14 vs. LSVMX (-9.32).
| LSVMX | RWMHX | LSVMX / RWMHX | |
| Total Expense Ratio | 0.55 | 0.41 | 134% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.795 | 5.528 | 213% |
| 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 | 1.32 | 134% |
| Returns for 1 year | 1.91 | 7.97 | 24% |
| Returns for 3 years | 2.34 | 32.66 | 7% |
| Returns for 5 years | -9.32 | 26.14 | -36% |
| Returns for 10 years | 21.62 | 84.32 | 26% |
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