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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$24.15
Change+$0.25 (+1.05%)
VolumeN/A
Net Assets1.74B
American Funds Washington Mutual R5
Price$60.09
Change+$0.92 (+1.55%)
VolumeN/A
Net Assets178.95B
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX commentary
Apr 25, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 179B vs. AFNIX (1.74B). AFNIX pays higher dividends than RWMFX: AFNIX (1.85) vs RWMFX (1.53). 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: 31.00 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 : 1.31 vs. AFNIX (0.95). RWMFX (55.51) and AFNIX (53.33) 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 | -3.311 | -1.949 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 179B | 1% |
| Annual Yield % from dividends | 1.85 | 1.53 | 121% |
| Returns for 1 year | 0.95 | 1.31 | 73% |
| Returns for 3 years | 7.60 | 9.25 | 82% |
| Returns for 5 years | 53.33 | 55.51 | 96% |
| Returns for 10 years | 107.11 | 53.89 | 199% |