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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$26.26
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.85B
American Funds Washington Mutual R5
Price$65.43
Change-$0.15 (-0.23%)
VolumeN/A
Net Assets203.49B
AFNIX vs RWMFX Comparison Chart in %
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AFNIX vs. RWMFX commentary
Aug 16, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 203B vs. AFNIX (1.85B). AFNIX pays higher dividends than RWMFX: AFNIX (1.89) vs RWMFX (1.46). AFNIX was incepted earlier than RWMFX: AFNIX (13 years) vs RWMFX (23 years). AFNIX (0.60) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AFNIX (12.00). RWMFX has a lower initial minimum investment than AFNIX: RWMFX (250) vs AFNIX (25000). RWMFX annual gain was more profitable for investors over the last year : 6.61 vs. AFNIX (3.59). AFNIX (52.04) and RWMFX (49.87) have equivalent 5 years return.
| AFNIX | RWMFX | AFNIX / RWMFX | |
| Total Expense Ratio | 0.60 | 0.31 | 194% |
| Annual Report Gross Expense Ratio | 0.60 | 0.31 | 194% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.672 | 7.164 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 203B | 1% |
| Annual Yield % from dividends | 1.89 | 1.46 | 129% |
| Returns for 1 year | 3.59 | 6.61 | 54% |
| Returns for 3 years | 16.13 | 24.20 | 67% |
| Returns for 5 years | 52.04 | 49.87 | 104% |
| Returns for 10 years | 132.73 | 70.91 | 187% |
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