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AFYCX vs RWMFX
AFYCX vs RWMFX Comparison
Open Charts AFYCX vs RWMFX
Bahl & Gaynor Income Growth C
Price$26.33
Change-$0.18 (-0.68%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
AFYCX vs RWMFX Comparison Chart
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AFYCX vs. RWMFX commentary
Dec 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 AFYCX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AFYCX (1.93B). RWMFX pays higher dividends than AFYCX: RWMFX (1.70) vs AFYCX (1.01). AFYCX was incepted earlier than RWMFX: AFYCX (12 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AFYCX (14.00). RWMFX has a lower initial minimum investment than AFYCX: RWMFX (250) vs AFYCX (2500). RWMFX (17.20) and AFYCX (16.54) have marching annual gain over last year. AFYCX (40.40) and RWMFX (39.32) have equivalent 5 years return.
| AFYCX | RWMFX | AFYCX / 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 | 17.482 | 16.419 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 196B | 1% |
| Annual Yield % from dividends | 1.01 | 1.70 | 59% |
| Returns for 1 year | 16.54 | 17.20 | 96% |
| Returns for 3 years | 10.79 | 15.87 | 68% |
| Returns for 5 years | 40.40 | 39.32 | 103% |
| Returns for 10 years | 112.31 | 69.07 | 163% |
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