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OALVX vs RWMHX
OALVX vs RWMHX Comparison
Open Charts OALVX vs RWMHX
Optimum Large Cap Value A
Price$20.17
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.89B
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
OALVX vs RWMHX Comparison Chart in %
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OALVX vs. RWMHX 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 OALVX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. OALVX (1.89B). RWMHX pays higher dividends than OALVX: RWMHX (1.33) vs OALVX (0.76). 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 : 4.48 vs. OALVX (-0.58). RWMHX return over 5 years is better than : 44.42 vs. OALVX (23.27).
| 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 | 9.382 | 8.808 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 204B | 1% |
| Annual Yield % from dividends | 0.76 | 1.33 | 57% |
| Returns for 1 year | -0.58 | 4.48 | -13% |
| Returns for 3 years | 4.55 | 29.53 | 15% |
| Returns for 5 years | 23.27 | 44.42 | 52% |
| Returns for 10 years | 39.81 | 71.77 | 55% |
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