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AFNAX vs RWMEX
AFNAX vs RWMEX Comparison
Open Charts AFNAX vs RWMEX
Bahl & Gaynor Income Growth A
Price$26.89
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.79B
American Funds Washington Mutual R4
Price$65.71
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets203.68B
AFNAX vs RWMEX Comparison Chart in %
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AFNAX vs. RWMEX 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 AFNAX is a Hold and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 204B vs. AFNAX (1.8B). AFNAX pays higher dividends than RWMEX: AFNAX (1.56) vs RWMEX (1.16). AFNAX was incepted earlier than RWMEX: AFNAX (13 years) vs RWMEX (24 years). AFNAX (0.88) 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 : 4.22 vs. AFNAX (3.07). AFNAX return over 5 years is better than : 45.52 vs. RWMEX (43.13).
| AFNAX | RWMEX | AFNAX / RWMEX | |
| Total Expense Ratio | 0.88 | 0.60 | 147% |
| Annual Report Gross Expense Ratio | 0.88 | 0.60 | 147% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.752 | 8.582 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 204B | 1% |
| Annual Yield % from dividends | 1.56 | 1.16 | 135% |
| Returns for 1 year | 3.07 | 4.22 | 73% |
| Returns for 3 years | 23.87 | 28.68 | 83% |
| Returns for 5 years | 45.52 | 43.13 | 106% |
| Returns for 10 years | 136.54 | 70.13 | 195% |