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LVAEX vs RWEBX
LVAEX vs RWEBX Comparison
Open Charts LVAEX vs RWEBX
LSV Value Equity Investor
Price$29.48
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.24B
American Funds Washington Mutual R2E
Price$67.04
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets208.74B
LVAEX vs RWEBX Comparison Chart in %
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LVAEX vs. RWEBX 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 LVAEX is a Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. LVAEX (1.24B). LVAEX pays higher dividends than RWEBX: LVAEX (1.57) vs RWEBX (0.76). LVAEX was incepted earlier than RWEBX: LVAEX (11 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than LVAEX (0.93). RWEBX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (26.00). RWEBX has a lower initial minimum investment than LVAEX: RWEBX (250) vs LVAEX (1000). RWEBX annual gain was more profitable for investors over the last year : 5.78 vs. LVAEX (5.35). RWEBX return over 5 years is better than : 47.84 vs. LVAEX (37.98).
| LVAEX | RWEBX | LVAEX / RWEBX | |
| Total Expense Ratio | 0.93 | 1.06 | 88% |
| Annual Report Gross Expense Ratio | 0.93 | 1.06 | 88% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 12.917 | 10.264 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 209B | 1% |
| Annual Yield % from dividends | 1.57 | 0.76 | 207% |
| Returns for 1 year | 5.35 | 5.78 | 93% |
| Returns for 3 years | 28.23 | 43.12 | 65% |
| Returns for 5 years | 37.98 | 47.84 | 79% |
| Returns for 10 years | 52.65 | 76.62 | 69% |
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