Interact to see
Advertisement
Advertisement
RWMHX vs SJVIX
RWMHX vs SJVIX Comparison
Open Charts RWMHX vs SJVIX
American Funds Washington Mutual R5E
Price$66.12
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
RWMHX vs SJVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. SJVIX (108M). RWMHX (1.33) and SJVIX (1.30) have matching dividends . RWMHX was incepted earlier than SJVIX: RWMHX (10 years) vs SJVIX (4 years). SJVIX (1.01) is less costly to investors than RWMHX (0.41). SJVIX is a more actively managed with annual turnover of: 133.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than SJVIX: RWMHX (250) vs SJVIX (100000). RWMHX annual gain was more profitable for investors over the last year : 4.48 vs. SJVIX (-0.63).
| RWMHX | SJVIX | RWMHX / SJVIX | |
| Total Expense Ratio | 0.41 | 0.75 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 1.01 | 41% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 8.808 | 8.086 | 109% |
| 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 | 1.33 | 1.30 | 102% |
| Returns for 1 year | 4.48 | -0.63 | -713% |
| Returns for 3 years | 29.53 | 36.27 | 81% |
| Returns for 5 years | 44.42 | N/A | - |
| Returns for 10 years | 71.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement