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LVAMX vs RWEBX
LVAMX vs RWEBX Comparison
Open Charts LVAMX vs RWEBX
LSV US Managed Volatility Investor
Price$11.45
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets24.17M
American Funds Washington Mutual R2E
Price$65.54
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
LVAMX vs RWEBX Comparison Chart in %
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LVAMX vs. RWEBX commentary
Nov 20, 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 LVAMX is a Hold and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. LVAMX (24.2M). LVAMX pays higher dividends than RWEBX: LVAMX (2.62) vs RWEBX (0.76). LVAMX was incepted earlier than RWEBX: LVAMX (11 years) vs RWEBX (11 years). LVAMX (1.12) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. LVAMX (18.00). RWEBX has a lower initial minimum investment than LVAMX: RWEBX (250) vs LVAMX (1000). RWEBX annual gain was more profitable for investors over the last year : 3.20 vs. LVAMX (-4.45). RWEBX return over 5 years is better than : 39.61 vs. LVAMX (9.70).
| LVAMX | RWEBX | LVAMX / RWEBX | |
| Total Expense Ratio | 0.80 | 1.06 | 75% |
| Annual Report Gross Expense Ratio | 1.12 | 1.06 | 106% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.437 | 7.797 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2M | 204B | 0% |
| Annual Yield % from dividends | 2.62 | 0.76 | 347% |
| Returns for 1 year | -4.45 | 3.20 | -139% |
| Returns for 3 years | -4.27 | 26.70 | -16% |
| Returns for 5 years | 9.70 | 39.61 | 24% |
| Returns for 10 years | 31.54 | 66.23 | 48% |
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