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AFYCX vs RWMFX
AFYCX vs RWMFX Comparison
Open Charts AFYCX vs RWMFX
Bahl & Gaynor Income Growth C
Price$23.38
Change+$1.31 (+5.94%)
VolumeN/A
Net Assets1.63B
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
AFYCX vs RWMFX Comparison Chart
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AFYCX vs. RWMFX commentary
Apr 11, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. AFYCX (1.63B). RWMFX pays higher dividends than AFYCX: RWMFX (1.53) vs AFYCX (0.90). AFYCX was incepted earlier than RWMFX: AFYCX (12 years) vs RWMFX (23 years). AFYCX (1.60) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AFYCX (12.00). RWMFX has a lower initial minimum investment than AFYCX: RWMFX (250) vs AFYCX (2500). AFYCX annual gain was more profitable for investors over the last year : -7.65 vs. RWMFX (-8.19). RWMFX return over 5 years is better than : 44.88 vs. AFYCX (36.92).
| AFYCX | RWMFX | AFYCX / RWMFX | |
| Total Expense Ratio | 1.60 | 0.31 | 516% |
| Annual Report Gross Expense Ratio | 1.60 | 0.31 | 516% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -9.587 | -9.504 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 168B | 1% |
| Annual Yield % from dividends | 0.90 | 1.53 | 59% |
| Returns for 1 year | -7.65 | -8.19 | 93% |
| Returns for 3 years | -5.23 | -2.62 | 200% |
| Returns for 5 years | 36.92 | 44.88 | 82% |
| Returns for 10 years | 77.34 | 42.44 | 182% |
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