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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$27.32
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets1.87B
American Funds Washington Mutual R5
Price$67.40
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets208.51B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Oct 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. AFNAX (1.87B). 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 (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 : 7.12 vs. AFNAX (3.93). RWMFX (57.25) and AFNAX (56.42) 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 | 10.954 | 10.796 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 209B | 1% |
| Annual Yield % from dividends | 1.54 | 1.42 | 109% |
| Returns for 1 year | 3.93 | 7.12 | 55% |
| Returns for 3 years | 33.93 | 41.01 | 83% |
| Returns for 5 years | 56.42 | 57.25 | 99% |
| Returns for 10 years | 150.00 | 85.97 | 174% |
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