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AFNAX vs RWEBX
AFNAX vs RWEBX Comparison
Open Charts AFNAX vs RWEBX
Bahl & Gaynor Income Growth A
Price$24.80
Change-$0.31 (-1.23%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual R2E
Price$60.68
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
AFNAX vs RWEBX Comparison Chart
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AFNAX vs. RWEBX commentary
Mar 12, 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 AFNAX is a StrongBuy and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 187B vs. AFNAX (1.84B). AFNAX pays higher dividends than RWEBX: AFNAX (1.52) vs RWEBX (0.81). AFNAX was incepted earlier than RWEBX: AFNAX (13 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than AFNAX (0.85). RWEBX is a more actively managed with annual turnover of: 31.00 vs. AFNAX (12.00). RWEBX has a lower initial minimum investment than AFNAX: RWEBX (250) vs AFNAX (2500). AFNAX annual gain was more profitable for investors over the last year : 5.83 vs. RWEBX (1.30). AFNAX return over 5 years is better than : 79.26 vs. RWEBX (73.15).
| AFNAX | RWEBX | AFNAX / RWEBX | |
| Total Expense Ratio | 0.85 | 1.06 | 80% |
| Annual Report Gross Expense Ratio | 0.85 | 1.06 | 80% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 1.528 | -0.785 | -195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 187B | 1% |
| Annual Yield % from dividends | 1.52 | 0.81 | 188% |
| Returns for 1 year | 5.83 | 1.30 | 449% |
| Returns for 3 years | 15.73 | 10.96 | 143% |
| Returns for 5 years | 79.26 | 73.15 | 108% |
| Returns for 10 years | 122.31 | 53.78 | 227% |