Ad is loading...
AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$23.67
Change+$0.30 (+1.28%)
VolumeN/A
Net Assets1.73B
American Funds Washington Mutual R5
Price$58.48
Change-$0.12 (-0.20%)
VolumeN/A
Net Assets176.97B
AFNAX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFNAX vs. RWMFX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 177B vs. AFNAX (1.73B). AFNAX pays higher dividends than RWMFX: AFNAX (1.61) vs RWMFX (1.53). 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: 31.00 vs. AFNAX (12.00). 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 : 1.03 vs. RWMFX (0.00). RWMFX return over 5 years is better than : 48.87 vs. AFNAX (46.40).
| 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 | -5.283 | -4.576 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 177B | 1% |
| Annual Yield % from dividends | 1.61 | 1.53 | 106% |
| Returns for 1 year | 1.03 | 0.00 | 57,861% |
| Returns for 3 years | 3.92 | 4.14 | 95% |
| Returns for 5 years | 46.40 | 48.87 | 95% |
| Returns for 10 years | 98.34 | 50.20 | 196% |