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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
Jun 19, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 218B vs. LVAEX (1.19B). LVAEX pays higher dividends than RWMHX: LVAEX (1.45) vs RWMHX (1.32). 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 : 14.14 vs. RWMHX (8.83). RWMHX return over 5 years is better than : 30.11 vs. LVAEX (6.77).
| 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 | 15.310 | 2.484 | 616% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 218B | 1% |
| Annual Yield % from dividends | 1.45 | 1.32 | 110% |
| Returns for 1 year | 14.14 | 8.83 | 160% |
| Returns for 3 years | 26.81 | 29.05 | 92% |
| Returns for 5 years | 6.77 | 30.11 | 22% |
| Returns for 10 years | 56.41 | 81.09 | 70% |
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