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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$25.65
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets1.88B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX commentary
Feb 23, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AFNIX (1.88B). 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 annual gain was more profitable for investors over the last year : 8.96 vs. RWMFX (8.20). RWMFX (38.24) and AFNIX (37.61) 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 | 3.371 | 4.242 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 196B | 1% |
| Annual Yield % from dividends | 1.89 | 1.70 | 111% |
| Returns for 1 year | 8.96 | 8.20 | 109% |
| Returns for 3 years | 16.93 | 18.09 | 94% |
| Returns for 5 years | 37.61 | 38.24 | 98% |
| Returns for 10 years | 123.05 | 61.66 | 200% |
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