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AQEAX vs RWMFX
AQEAX vs RWMFX Comparison
Open Charts AQEAX vs RWMFX
Columbia Disciplined Core A
Price$15.10
Change-$0.06 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
AQEAX vs RWMFX Comparison Chart
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AQEAX vs. RWMFX commentary
Dec 19, 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 AQEAX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AQEAX (5.05B). RWMFX pays higher dividends than AQEAX: RWMFX (1.70) vs AQEAX (0.67). AQEAX was incepted earlier than RWMFX: AQEAX (22 years) vs RWMFX (23 years). AQEAX is a more actively managed with annual turnover of: 50.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than AQEAX: RWMFX (250) vs AQEAX (2000). RWMFX (17.20) and AQEAX (17.11) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.32 vs. AQEAX (30.59).
| AQEAX | RWMFX | AQEAX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 16.391 | 16.419 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 196B | 3% |
| Annual Yield % from dividends | 0.67 | 1.70 | 40% |
| Returns for 1 year | 17.11 | 17.20 | 99% |
| Returns for 3 years | 9.64 | 15.87 | 61% |
| Returns for 5 years | 30.59 | 39.32 | 78% |
| Returns for 10 years | 62.99 | 69.07 | 91% |
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