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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$25.25
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1.87B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX commentary
Jan 19, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. AFNIX (1.87B). AFNIX pays higher dividends than RWMFX: AFNIX (1.89) vs RWMFX (1.70). AFNIX was incepted earlier than RWMFX: AFNIX (13 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AFNIX (14.00). RWMFX has a lower initial minimum investment than AFNIX: RWMFX (250) vs AFNIX (25000). AFNIX (12.52) and RWMFX (12.39) have marching annual gain over last year. AFNIX (36.33) and RWMFX (35.03) have equivalent 5 years return.
| AFNIX | RWMFX | AFNIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.610 | 2.340 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 193B | 1% |
| Annual Yield % from dividends | 1.89 | 1.70 | 111% |
| Returns for 1 year | 12.52 | 12.39 | 101% |
| Returns for 3 years | 9.33 | 11.20 | 83% |
| Returns for 5 years | 36.33 | 35.03 | 104% |
| Returns for 10 years | 122.84 | 65.23 | 188% |
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