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AFNAX vs RWMEX
AFNAX vs RWMEX Comparison
Open Charts AFNAX vs RWMEX
Bahl & Gaynor Income Growth A
Price$27.11
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R4
Price$67.26
Change+$0.45 (+0.67%)
VolumeN/A
Net Assets209.78B
AFNAX vs RWMEX Comparison Chart in %
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AFNAX vs. RWMEX commentary
Oct 27, 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 Hold and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 210B vs. AFNAX (1.83B). AFNAX pays higher dividends than RWMEX: AFNAX (1.54) vs RWMEX (1.16). AFNAX was incepted earlier than RWMEX: AFNAX (13 years) vs RWMEX (23 years). AFNAX (0.85) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. AFNAX (21.00). RWMEX has a lower initial minimum investment than AFNAX: RWMEX (250) vs AFNAX (2500). RWMEX annual gain was more profitable for investors over the last year : 6.55 vs. AFNAX (2.43). AFNAX (51.47) and RWMEX (51.32) have equivalent 5 years return.
| AFNAX | RWMEX | AFNAX / RWMEX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 0.60 | 142% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.750 | 11.144 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 210B | 1% |
| Annual Yield % from dividends | 1.54 | 1.16 | 132% |
| Returns for 1 year | 2.43 | 6.55 | 37% |
| Returns for 3 years | 32.63 | 38.11 | 86% |
| Returns for 5 years | 51.47 | 51.32 | 100% |
| Returns for 10 years | 140.13 | 75.95 | 184% |
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