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AFVZX vs RWMHX
AFVZX vs RWMHX Comparison
Open Charts AFVZX vs RWMHX
Applied Finance Select Institutional
Price$23.54
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets644.28M
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
AFVZX vs RWMHX Comparison Chart in %
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AFVZX vs. RWMHX commentary
Nov 20, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. AFVZX (644M). 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 (1.11) 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). RWMHX annual gain was more profitable for investors over the last year : 4.48 vs. AFVZX (3.41). AFVZX return over 5 years is better than : 61.71 vs. RWMHX (44.42).
| AFVZX | RWMHX | AFVZX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 1.11 | 0.41 | 271% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 9.488 | 8.808 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 204B | 0% |
| Annual Yield % from dividends | 1.01 | 1.33 | 76% |
| Returns for 1 year | 3.41 | 4.48 | 76% |
| Returns for 3 years | 31.15 | 29.53 | 106% |
| Returns for 5 years | 61.71 | 44.42 | 139% |
| Returns for 10 years | N/A | 71.77 | - |
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