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RWEBX vs SJVIX
RWEBX vs SJVIX Comparison
Open Charts RWEBX vs SJVIX
American Funds Washington Mutual R2E
Price$65.77
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Steward Large Cap Value I
Price$30.57
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets107.99M
RWEBX vs SJVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. SJVIX (108M). SJVIX pays higher dividends than RWEBX: SJVIX (1.30) vs RWEBX (0.76). RWEBX was incepted earlier than SJVIX: RWEBX (11 years) vs SJVIX (4 years). RWEBX (1.06) and SJVIX (1.01) have similar cost to investors . SJVIX is a more actively managed with annual turnover of: 133.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than SJVIX: RWEBX (250) vs SJVIX (100000). RWEBX annual gain was more profitable for investors over the last year : 3.78 vs. SJVIX (-0.63).
| RWEBX | SJVIX | RWEBX / SJVIX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 1.01 | 105% |
| Fund Existence | 11 years | 4 years | - |
| Gain YTD | 8.175 | 8.086 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 108M | 188,889% |
| Annual Yield % from dividends | 0.76 | 1.30 | 58% |
| Returns for 1 year | 3.78 | -0.63 | -601% |
| Returns for 3 years | 27.15 | 36.27 | 75% |
| Returns for 5 years | 40.82 | N/A | - |
| Returns for 10 years | 66.81 | N/A | - |
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