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OALVX vs RWMHX
OALVX vs RWMHX Comparison
Open Charts OALVX vs RWMHX
Optimum Large Cap Value A
Price$20.48
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.93B
American Funds Washington Mutual R5E
Price$67.36
Change+$0.14 (+0.21%)
VolumeN/A
Net Assets208.74B
OALVX vs RWMHX Comparison Chart in %
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OALVX vs. RWMHX commentary
Oct 10, 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 OALVX is a Buy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. OALVX (1.93B). RWMHX pays higher dividends than OALVX: RWMHX (1.33) vs OALVX (0.75). OALVX was incepted earlier than RWMHX: OALVX (22 years) vs RWMHX (10 years). OALVX (1.17) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OALVX (11.00). RWMHX has a lower initial minimum investment than OALVX: RWMHX (250) vs OALVX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.52 vs. OALVX (2.66). RWMHX return over 5 years is better than : 51.68 vs. OALVX (30.02).
| OALVX | RWMHX | OALVX / RWMHX | |
| Total Expense Ratio | 1.17 | 0.41 | 285% |
| Annual Report Gross Expense Ratio | 1.17 | 0.41 | 285% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.009 | 10.848 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 209B | 1% |
| Annual Yield % from dividends | 0.75 | 1.33 | 57% |
| Returns for 1 year | 2.66 | 6.52 | 41% |
| Returns for 3 years | 18.58 | 45.83 | 41% |
| Returns for 5 years | 30.02 | 51.68 | 58% |
| Returns for 10 years | 45.67 | N/A | - |
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