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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$26.82
Change-$0.17 (-0.63%)
VolumeN/A
Net Assets1.87B
American Funds Washington Mutual R5
Price$66.35
Change-$0.38 (-0.57%)
VolumeN/A
Net Assets207.3B
AFNIX vs RWMFX Comparison Chart in %
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AFNIX vs. RWMFX commentary
Sep 26, 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: 207B vs. AFNIX (1.87B). AFNIX pays higher dividends than RWMFX: AFNIX (1.82) vs RWMFX (1.43). 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 : 5.42 vs. AFNIX (3.02). AFNIX (59.36) and RWMFX (56.65) 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 | 9.968 | 9.070 | 110% |
| 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 | 207B | 1% |
| Annual Yield % from dividends | 1.82 | 1.43 | 127% |
| Returns for 1 year | 3.02 | 5.42 | 56% |
| Returns for 3 years | 37.47 | 45.07 | 83% |
| Returns for 5 years | 59.36 | 56.65 | 105% |
| Returns for 10 years | 165.92 | 93.54 | 177% |
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