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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
Aug 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LSVMX (29.3M). LSVMX pays higher dividends than RWMHX: LSVMX (1.71) vs RWMHX (1.34). 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). RWMHX is a more actively managed with annual turnover of: 32.00 vs. LSVMX (30.00). 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 : 8.86 vs. LSVMX (4.52). RWMHX return over 5 years is better than : 29.04 vs. LSVMX (-5.91).
| 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 | 17.537 | 7.300 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 219B | 0% |
| Annual Yield % from dividends | 1.71 | 1.34 | 128% |
| Returns for 1 year | 4.52 | 8.86 | 51% |
| Returns for 3 years | 3.86 | 32.40 | 12% |
| Returns for 5 years | -5.91 | 29.04 | -20% |
| Returns for 10 years | 22.44 | 81.02 | 28% |
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