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AFNIX vs RWMEX
AFNIX vs RWMEX Comparison
Open Charts AFNIX vs RWMEX
Bahl & Gaynor Income Growth I
Price$24.30
Change-$0.72 (-2.88%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R4
Price$59.15
Change-$2.27 (-3.70%)
VolumeN/A
Net Assets187.67B
AFNIX vs RWMEX Comparison Chart
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AFNIX vs. RWMEX commentary
Apr 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 AFNIX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 188B vs. AFNIX (1.83B). AFNIX pays higher dividends than RWMEX: AFNIX (1.85) vs RWMEX (1.26). AFNIX was incepted earlier than RWMEX: AFNIX (13 years) vs RWMEX (23 years). RWMEX (0.61) and AFNIX (0.60) have similar cost to investors . RWMEX is a more actively managed with annual turnover of: 31.00 vs. AFNIX (12.00). RWMEX has a lower initial minimum investment than AFNIX: RWMEX (250) vs AFNIX (25000). AFNIX annual gain was more profitable for investors over the last year : 3.54 vs. RWMEX (1.85). AFNIX (79.34) and RWMEX (77.82) have equivalent 5 years return.
| AFNIX | RWMEX | AFNIX / RWMEX | |
| Total Expense Ratio | 0.60 | 0.61 | 98% |
| Annual Report Gross Expense Ratio | 0.60 | 0.61 | 98% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.816 | 0.884 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 188B | 1% |
| Annual Yield % from dividends | 1.85 | 1.26 | 147% |
| Returns for 1 year | 3.54 | 1.85 | 192% |
| Returns for 3 years | 8.70 | 7.69 | 113% |
| Returns for 5 years | 79.34 | 77.82 | 102% |
| Returns for 10 years | 120.93 | 57.84 | 209% |