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OILVX vs RWMHX
OILVX vs RWMHX Comparison
Open Charts OILVX vs RWMHX
Optimum Large Cap Value Instl
Price$20.51
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets1.93B
American Funds Washington Mutual R5E
Price$67.04
Change-$0.32 (-0.48%)
VolumeN/A
Net Assets209.11B
OILVX vs RWMHX Comparison Chart in %
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OILVX 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 OILVX is a Hold and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. OILVX (1.93B). RWMHX pays higher dividends than OILVX: RWMHX (1.33) vs OILVX (1.11). OILVX was incepted earlier than RWMHX: OILVX (22 years) vs RWMHX (10 years). OILVX (0.92) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. OILVX (11.00). OILVX has a lower initial minimum investment than RWMHX: OILVX (0) vs RWMHX (250). RWMHX annual gain was more profitable for investors over the last year : 5.15 vs. OILVX (1.54). RWMHX return over 5 years is better than : 50.96 vs. OILVX (31.13).
| OILVX | RWMHX | OILVX / RWMHX | |
| Total Expense Ratio | 0.92 | 0.41 | 224% |
| Annual Report Gross Expense Ratio | 0.92 | 0.41 | 224% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 10.566 | 10.322 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 209B | 1% |
| Annual Yield % from dividends | 1.11 | 1.33 | 84% |
| Returns for 1 year | 1.54 | 5.15 | 30% |
| Returns for 3 years | 19.58 | 46.35 | 42% |
| Returns for 5 years | 31.13 | 50.96 | 61% |
| Returns for 10 years | 48.70 | N/A | - |
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