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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$25.37
Change-$0.20 (-0.78%)
VolumeN/A
Net Assets1.85B
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets196.45B
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX commentary
Jun 14, 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: 196B vs. AFNIX (1.85B). AFNIX pays higher dividends than RWMFX: AFNIX (1.91) vs RWMFX (1.47). 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 : 4.65 vs. AFNIX (4.11). AFNIX return over 5 years is better than : 57.97 vs. RWMFX (51.87).
| 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 | 3.690 | 1.465 | 252% |
| 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 | 196B | 1% |
| Annual Yield % from dividends | 1.91 | 1.47 | 130% |
| Returns for 1 year | 4.11 | 4.65 | 88% |
| Returns for 3 years | 28.04 | 24.78 | 113% |
| Returns for 5 years | 57.97 | 51.87 | 112% |
| Returns for 10 years | 125.89 | 61.07 | 206% |