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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$24.80
Change-$0.31 (-1.23%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual R5
Price$61.14
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets187.2B
AFNAX vs RWMFX Comparison Chart
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AFNAX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 187B vs. AFNAX (1.84B). AFNAX (1.52) and RWMFX (1.47) have matching dividends . AFNAX was incepted earlier than RWMFX: AFNAX (13 years) vs RWMFX (23 years). AFNAX (0.85) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AFNAX (12.00). RWMFX has a lower initial minimum investment than AFNAX: RWMFX (250) vs AFNAX (2500). AFNAX annual gain was more profitable for investors over the last year : 5.83 vs. RWMFX (2.13). AFNAX (79.26) and RWMFX (77.21) have equivalent 5 years return.
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.528 | -0.634 | -241% |
| 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 | 1.47 | 103% |
| Returns for 1 year | 5.83 | 2.13 | 274% |
| Returns for 3 years | 15.73 | 12.75 | 123% |
| Returns for 5 years | 79.26 | 77.21 | 103% |
| Returns for 10 years | 122.31 | 58.51 | 209% |