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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 219B vs. LVAEX (1.24B). LVAEX (1.39) and RWMHX (1.34) have matching dividends . 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 : 13.96 vs. RWMHX (6.89). RWMHX return over 5 years is better than : 28.22 vs. LVAEX (7.66).
| 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 | 19.088 | 4.962 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 219B | 1% |
| Annual Yield % from dividends | 1.39 | 1.34 | 104% |
| Returns for 1 year | 13.96 | 6.89 | 203% |
| Returns for 3 years | 25.58 | 27.59 | 93% |
| Returns for 5 years | 7.66 | 28.22 | 27% |
| Returns for 10 years | 57.14 | 79.60 | 72% |
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