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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$27.11
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$67.80
Change+$0.46 (+0.68%)
VolumeN/A
Net Assets209.78B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 210B vs. AFNAX (1.83B). AFNAX pays higher dividends than RWMFX: AFNAX (1.54) vs RWMFX (1.42). 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: 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 : 6.94 vs. AFNAX (2.43). RWMFX (53.32) and AFNAX (51.47) 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 | 10.750 | 11.453 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 210B | 1% |
| Annual Yield % from dividends | 1.54 | 1.42 | 109% |
| Returns for 1 year | 2.43 | 6.94 | 35% |
| Returns for 3 years | 32.63 | 39.43 | 83% |
| Returns for 5 years | 51.47 | 53.32 | 97% |
| Returns for 10 years | 140.13 | 78.66 | 178% |
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