Interact to see
Advertisement
Advertisement
LSVMX vs RWMHX
LSVMX vs RWMHX Comparison
Open Charts LSVMX vs RWMHX
LSVMX vs RWMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RWMHX commentary
Jul 22, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LSVMX (28.3M). LSVMX pays higher dividends than RWMHX: LSVMX (1.79) vs RWMHX (1.35). 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 : 5.38 vs. LSVMX (2.01). RWMHX return over 5 years is better than : 27.47 vs. LSVMX (-6.98).
| 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 | 13.570 | 3.553 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 219B | 0% |
| Annual Yield % from dividends | 1.79 | 1.35 | 132% |
| Returns for 1 year | 2.01 | 5.38 | 37% |
| Returns for 3 years | -0.48 | 26.81 | -2% |
| Returns for 5 years | -6.98 | 27.47 | -25% |
| Returns for 10 years | 18.30 | 75.12 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers