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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.89
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.79B
American Funds Washington Mutual R5
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX 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 RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. AFNAX (1.8B). AFNAX pays higher dividends than RWMFX: AFNAX (1.56) vs RWMFX (1.41). AFNAX was incepted earlier than RWMFX: AFNAX (13 years) vs RWMFX (24 years). AFNAX (0.88) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AFNAX (21.00). 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 : 4.59 vs. AFNAX (3.07). AFNAX (45.52) and RWMFX (45.02) have equivalent 5 years return.
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | 0.88 | 0.31 | 284% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.752 | 8.905 | 110% |
| 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 | 1.41 | 110% |
| Returns for 1 year | 3.07 | 4.59 | 67% |
| Returns for 3 years | 23.87 | 29.92 | 80% |
| Returns for 5 years | 45.52 | 45.02 | 101% |
| Returns for 10 years | 136.54 | 72.75 | 188% |
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