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AFNAX vs RWMEX
AFNAX vs RWMEX Comparison
Open Charts AFNAX vs RWMEX
Bahl & Gaynor Income Growth A
Price$24.80
Change-$0.31 (-1.23%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual R4
Price$60.65
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
AFNAX vs RWMEX Comparison Chart
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AFNAX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 187B vs. AFNAX (1.84B). AFNAX pays higher dividends than RWMEX: AFNAX (1.52) vs RWMEX (1.21). AFNAX was incepted earlier than RWMEX: AFNAX (13 years) vs RWMEX (23 years). AFNAX (0.85) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 31.00 vs. AFNAX (12.00). RWMEX has a lower initial minimum investment than AFNAX: RWMEX (250) vs AFNAX (2500). AFNAX annual gain was more profitable for investors over the last year : 5.83 vs. RWMEX (1.74). AFNAX return over 5 years is better than : 79.26 vs. RWMEX (75.36).
| AFNAX | RWMEX | AFNAX / RWMEX | |
| Total Expense Ratio | 0.85 | 0.61 | 139% |
| Annual Report Gross Expense Ratio | 0.85 | 0.61 | 139% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.528 | -0.704 | -217% |
| 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 | 1.21 | 125% |
| Returns for 1 year | 5.83 | 1.74 | 335% |
| Returns for 3 years | 15.73 | 11.93 | 132% |
| Returns for 5 years | 79.26 | 75.36 | 105% |
| Returns for 10 years | 122.31 | 56.46 | 217% |