Ad is loading...
AFYCX vs RWMFX
AFYCX vs RWMFX Comparison
Open Charts AFYCX vs RWMFX
Bahl & Gaynor Income Growth C
Price$25.25
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets1.88B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AFYCX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFYCX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AFYCX (1.88B). 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 annual gain was more profitable for investors over the last year : 8.20 vs. AFYCX (7.79). RWMFX return over 5 years is better than : 38.24 vs. AFYCX (30.68).
| 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 | 3.210 | 4.242 | 76% |
| 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 | 1.70 | 59% |
| Returns for 1 year | 7.79 | 8.20 | 95% |
| Returns for 3 years | 13.31 | 18.09 | 74% |
| Returns for 5 years | 30.68 | 38.24 | 80% |
| Returns for 10 years | 103.18 | 61.66 | 167% |
View a ticker or compare two or three
VS
VS
Ad is loading...