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AFVZX vs RWMHX
AFVZX vs RWMHX Comparison
Open Charts AFVZX vs RWMHX
Applied Finance Select Institutional
Price$24.30
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets673.49M
American Funds Washington Mutual R5E
Price$67.27
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets209.01B
AFVZX vs RWMHX Comparison Chart in %
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AFVZX vs. RWMHX commentary
Oct 06, 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 AFVZX is a StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. AFVZX (673M). RWMHX pays higher dividends than AFVZX: RWMHX (1.33) vs AFVZX (1.01). AFVZX was incepted earlier than RWMHX: AFVZX (9 years) vs RWMHX (10 years). AFVZX (1.13) is less costly to investors than RWMHX (0.41). RWMHX (29.00) and AFVZX (27.63) have comparable annual turnover. RWMHX has a lower initial minimum investment than AFVZX: RWMHX (250) vs AFVZX (10000). AFVZX (7.36) and RWMHX (7.00) have marching annual gain over last year. AFVZX return over 5 years is better than : 81.39 vs. RWMHX (56.58).
| AFVZX | RWMHX | AFVZX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 1.13 | 0.41 | 276% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 13.023 | 10.700 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 209B | 0% |
| Annual Yield % from dividends | 1.01 | 1.33 | 76% |
| Returns for 1 year | 7.36 | 7.00 | 105% |
| Returns for 3 years | 44.83 | 40.57 | 110% |
| Returns for 5 years | 81.39 | 56.58 | 144% |
| Returns for 10 years | N/A | N/A | - |
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