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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$25.02
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets1.82B
American Funds Washington Mutual R5
Price$61.87
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 187B vs. AFNIX (1.82B). 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). AFNIX annual gain was more profitable for investors over the last year : 3.54 vs. RWMFX (2.22). RWMFX (79.80) and AFNIX (79.34) 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 | 0.816 | 0.955 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 187B | 1% |
| Annual Yield % from dividends | 1.85 | 1.53 | 121% |
| Returns for 1 year | 3.54 | 2.22 | 160% |
| Returns for 3 years | 8.70 | 8.71 | 100% |
| Returns for 5 years | 79.34 | 79.80 | 99% |
| Returns for 10 years | 120.93 | 61.04 | 198% |