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LVAEX vs RWMHX
LVAEX vs RWMHX Comparison
Open Charts LVAEX vs RWMHX
LVAEX vs RWMHX Comparison Chart in %
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LVAEX vs. RWMHX commentary
Jul 14, 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 LVAEX is a Buy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LVAEX (1.22B). LVAEX pays higher dividends than RWMHX: LVAEX (1.44) vs RWMHX (1.35). LVAEX was incepted earlier than RWMHX: LVAEX (12 years) vs RWMHX (11 years). LVAEX (0.92) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. LVAEX (12.00). RWMHX has a lower initial minimum investment than LVAEX: RWMHX (250) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 10.24 vs. RWMHX (5.64). RWMHX return over 5 years is better than : 27.46 vs. LVAEX (6.02).
| LVAEX | RWMHX | LVAEX / RWMHX | |
| Total Expense Ratio | 0.92 | 0.41 | 224% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 16.673 | 3.801 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 219B | 1% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 10.24 | 5.64 | 182% |
| Returns for 3 years | 26.17 | 28.74 | 91% |
| Returns for 5 years | 6.02 | 27.46 | 22% |
| Returns for 10 years | 51.88 | 76.53 | 68% |
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