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OCLVX vs RWMHX
OCLVX vs RWMHX Comparison
Open Charts OCLVX vs RWMHX
Optimum Large Cap Value C
Price$20.16
Change+$0.18 (+0.90%)
VolumeN/A
Net Assets1.9B
American Funds Washington Mutual R5E
Price$66.84
Change+$0.22 (+0.33%)
VolumeN/A
Net Assets206.77B
OCLVX vs RWMHX Comparison Chart in %
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OCLVX vs. RWMHX commentary
Oct 15, 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 OCLVX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 207B vs. OCLVX (1.9B). RWMHX pays higher dividends than OCLVX: RWMHX (1.33) vs OCLVX (0.00). OCLVX was incepted earlier than RWMHX: OCLVX (22 years) vs RWMHX (10 years). OCLVX (1.92) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OCLVX (11.00). RWMHX has a lower initial minimum investment than OCLVX: RWMHX (250) vs OCLVX (1000). RWMHX annual gain was more profitable for investors over the last year : 3.76 vs. OCLVX (-0.98). RWMHX return over 5 years is better than : 50.66 vs. OCLVX (24.61).
| OCLVX | RWMHX | OCLVX / RWMHX | |
| Total Expense Ratio | 1.92 | 0.41 | 468% |
| Annual Report Gross Expense Ratio | 1.92 | 0.41 | 468% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 9.684 | 9.993 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 207B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -0.98 | 3.76 | -26% |
| Returns for 3 years | 16.26 | 46.40 | 35% |
| Returns for 5 years | 24.61 | 50.66 | 49% |
| Returns for 10 years | 34.41 | N/A | - |