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AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$86.46
Change+$0.77 (+0.90%)
VolumeN/A
Net Assets744.23M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.04B
AGIZX vs RWMFX Comparison Chart in %
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AGIZX vs. RWMFX commentary
Sep 07, 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 AGIZX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. AGIZX (744M). RWMFX pays higher dividends than AGIZX: RWMFX (1.43) vs AGIZX (1.32). AGIZX was incepted earlier than RWMFX: AGIZX (14 years) vs RWMFX (23 years). AGIZX (0.64) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AGIZX (1.53). RWMFX has a lower initial minimum investment than AGIZX: RWMFX (250) vs AGIZX (500000). AGIZX annual gain was more profitable for investors over the last year : 19.15 vs. RWMFX (7.95). AGIZX return over 5 years is better than : 100.23 vs. RWMFX (50.81).
| AGIZX | RWMFX | AGIZX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.64 | 0.31 | 206% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.244 | 8.213 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 204B | 0% |
| Annual Yield % from dividends | 1.32 | 1.43 | 92% |
| Returns for 1 year | 19.15 | 7.95 | 241% |
| Returns for 3 years | 70.88 | 34.82 | 204% |
| Returns for 5 years | 100.23 | 50.81 | 197% |
| Returns for 10 years | 216.33 | 83.34 | 260% |
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