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RWEBX vs TVLIX
RWEBX vs TVLIX Comparison
Open Charts RWEBX vs TVLIX
American Funds Washington Mutual R2E
Price$65.77
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Touchstone Value Institutional
Price$12.46
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets596.71M
RWEBX vs TVLIX Comparison Chart in %
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RWEBX vs. TVLIX 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 RWEBX is a Hold and TVLIX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. TVLIX (597M). TVLIX pays higher dividends than RWEBX: TVLIX (1.39) vs RWEBX (0.76). RWEBX was incepted earlier than TVLIX: RWEBX (11 years) vs TVLIX (19 years). RWEBX (1.06) is less costly to investors than TVLIX (0.80). TVLIX is a more actively managed with annual turnover of: 40.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than TVLIX: RWEBX (250) vs TVLIX (500000). RWEBX annual gain was more profitable for investors over the last year : 3.78 vs. TVLIX (-3.58). TVLIX (42.56) and RWEBX (40.82) have equivalent 5 years return.
| RWEBX | TVLIX | RWEBX / TVLIX | |
| Total Expense Ratio | 1.06 | 0.68 | 156% |
| Annual Report Gross Expense Ratio | 1.06 | 0.80 | 133% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 8.175 | 6.859 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 597M | 34,171% |
| Annual Yield % from dividends | 0.76 | 1.39 | 54% |
| Returns for 1 year | 3.78 | -3.58 | -106% |
| Returns for 3 years | 27.15 | 22.31 | 122% |
| Returns for 5 years | 40.82 | 42.56 | 96% |
| Returns for 10 years | 66.81 | 52.77 | 127% |
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