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AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$89.54
Change+$0.30 (+0.34%)
VolumeN/A
Net Assets766.98M
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
AGIZX vs RWMFX Comparison Chart in %
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AGIZX vs. RWMFX commentary
Oct 18, 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 StrongBuy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. AGIZX (767M). RWMFX pays higher dividends than AGIZX: RWMFX (1.42) vs AGIZX (1.24). 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 : 17.21 vs. RWMFX (3.68). AGIZX return over 5 years is better than : 105.29 vs. RWMFX (49.66).
| 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 | 16.164 | 9.300 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 206B | 0% |
| Annual Yield % from dividends | 1.24 | 1.42 | 88% |
| Returns for 1 year | 17.21 | 3.68 | 467% |
| Returns for 3 years | 84.77 | 41.25 | 206% |
| Returns for 5 years | 105.29 | 49.66 | 212% |
| Returns for 10 years | 219.26 | 78.82 | 278% |
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