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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$25.18
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
AFNAX vs RWMFX Comparison Chart
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AFNAX vs. RWMFX commentary
Jan 31, 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: 195B vs. AFNAX (1.84B). RWMFX (1.70) and AFNAX (1.67) have matching dividends . AFNAX was incepted earlier than RWMFX: AFNAX (13 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AFNAX (14.00). RWMFX has a lower initial minimum investment than AFNAX: RWMFX (250) vs AFNAX (2500). RWMFX annual gain was more profitable for investors over the last year : 12.96 vs. AFNAX (9.66). RWMFX return over 5 years is better than : 42.43 vs. AFNAX (36.73).
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.645 | 4.258 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 195B | 1% |
| Annual Yield % from dividends | 1.67 | 1.70 | 98% |
| Returns for 1 year | 9.66 | 12.96 | 75% |
| Returns for 3 years | 8.65 | 14.51 | 60% |
| Returns for 5 years | 36.73 | 42.43 | 87% |
| Returns for 10 years | 119.71 | 69.42 | 172% |