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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AFNAX vs RWMFX Comparison Chart
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AFNAX vs. RWMFX commentary
Nov 08, 2024
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 Sell and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX (1.70) and AFNAX (1.67) have matching dividends . AFNAX was incepted earlier than RWMFX: AFNAX (12 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). AFNAX annual gain was more profitable for investors over the last year : 27.66 vs. RWMFX (23.89). AFNAX return over 5 years is better than : 51.74 vs. RWMFX (43.44).
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 19.589 | 16.065 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 194B | - |
| Annual Yield % from dividends | 1.67 | 1.70 | 98% |
| Returns for 1 year | 27.66 | 23.89 | 116% |
| Returns for 3 years | 14.66 | 13.37 | 110% |
| Returns for 5 years | 51.74 | 43.44 | 119% |
| Returns for 10 years | 131.95 | 62.59 | 211% |
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