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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$24.37
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.78B
American Funds Washington Mutual R5
Price$61.62
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets186.07B
AFNAX vs RWMFX Comparison Chart
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AFNAX vs. RWMFX commentary
May 12, 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: 186B vs. AFNAX (1.78B). AFNAX pays higher dividends than RWMFX: AFNAX (1.68) vs RWMFX (1.54). 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). RWMFX annual gain was more profitable for investors over the last year : 1.99 vs. AFNAX (1.05). RWMFX (55.37) and AFNAX (53.19) 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 | -1.127 | 0.547 | -206% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 186B | 1% |
| Annual Yield % from dividends | 1.68 | 1.54 | 109% |
| Returns for 1 year | 1.05 | 1.99 | 53% |
| Returns for 3 years | 14.76 | 17.60 | 84% |
| Returns for 5 years | 53.19 | 55.37 | 96% |
| Returns for 10 years | 108.25 | 58.57 | 185% |
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