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AFYCX vs RWMEX
AFYCX vs RWMEX Comparison
Open Charts AFYCX vs RWMEX
Bahl & Gaynor Income Growth C
Price$25.25
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets1.88B
American Funds Washington Mutual R4
Price$63.64
Change-$0.88 (-1.36%)
VolumeN/A
Net Assets196.11B
AFYCX vs RWMEX Comparison Chart
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AFYCX vs. RWMEX 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 AFYCX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. AFYCX (1.88B). RWMEX pays higher dividends than AFYCX: RWMEX (1.45) vs AFYCX (1.01). AFYCX was incepted earlier than RWMEX: AFYCX (12 years) vs RWMEX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. AFYCX (14.00). RWMEX has a lower initial minimum investment than AFYCX: RWMEX (250) vs AFYCX (2500). RWMEX (7.81) and AFYCX (7.79) have marching annual gain over last year. RWMEX return over 5 years is better than : 36.81 vs. AFYCX (30.68).
| AFYCX | RWMEX | AFYCX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.210 | 4.191 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 196B | 1% |
| Annual Yield % from dividends | 1.01 | 1.45 | 69% |
| Returns for 1 year | 7.79 | 7.81 | 100% |
| Returns for 3 years | 13.31 | 17.24 | 77% |
| Returns for 5 years | 30.68 | 36.81 | 83% |
| Returns for 10 years | 103.18 | 59.59 | 173% |
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