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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.26
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.87B
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Jul 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 Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. AFNAX (1.87B). AFNAX pays higher dividends than RWMFX: AFNAX (1.64) vs RWMFX (1.48). 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 (12.00). 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 : 9.60 vs. AFNAX (7.11). RWMFX (54.74) and AFNAX (53.81) 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 | 6.878 | 7.001 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 204B | 1% |
| Annual Yield % from dividends | 1.64 | 1.48 | 111% |
| Returns for 1 year | 7.11 | 9.60 | 74% |
| Returns for 3 years | 23.97 | 32.33 | 74% |
| Returns for 5 years | 53.81 | 54.74 | 98% |
| Returns for 10 years | 129.48 | 72.42 | 179% |
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