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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.23
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.84B
American Funds Washington Mutual R5
Price$65.26
Change-$0.17 (-0.26%)
VolumeN/A
Net Assets203.01B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Aug 20, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 203B vs. AFNAX (1.84B). AFNAX pays higher dividends than RWMFX: AFNAX (1.66) vs RWMFX (1.46). 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 : 5.57 vs. AFNAX (2.51). AFNAX (51.15) and RWMFX (50.48) 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 | 6.495 | 6.886 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 203B | 1% |
| Annual Yield % from dividends | 1.66 | 1.46 | 113% |
| Returns for 1 year | 2.51 | 5.57 | 45% |
| Returns for 3 years | 16.43 | 25.22 | 65% |
| Returns for 5 years | 51.15 | 50.48 | 101% |
| Returns for 10 years | 138.64 | 80.57 | 172% |
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