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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$26.48
Change-$0.22 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
AFNIX vs RWMFX Comparison Chart
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AFNIX vs. RWMFX commentary
Nov 18, 2024
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 Sell and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. AFNIX (1.9B). AFNIX pays higher dividends than RWMFX: AFNIX (1.89) vs RWMFX (1.70). AFNIX was incepted earlier than RWMFX: AFNIX (12 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 : 23.05 vs. RWMFX (18.45). AFNIX return over 5 years is better than : 49.25 vs. RWMFX (39.08).
| AFNIX | RWMFX | AFNIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 17.441 | 13.710 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 191B | 1% |
| Annual Yield % from dividends | 1.89 | 1.70 | 111% |
| Returns for 1 year | 23.05 | 18.45 | 125% |
| Returns for 3 years | 12.54 | 10.88 | 115% |
| Returns for 5 years | 49.25 | 39.08 | 126% |
| Returns for 10 years | 130.76 | 58.37 | 224% |
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