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AQEAX vs RWMFX
AQEAX vs RWMFX Comparison
Open Charts AQEAX vs RWMFX
Columbia Disciplined Core A
Price$14.90
Change-$0.24 (-1.59%)
VolumeN/A
Net Assets4.89B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AQEAX vs RWMFX Comparison Chart
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AQEAX 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 AQEAX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AQEAX (4.89B). 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 annual gain was more profitable for investors over the last year : 8.20 vs. AQEAX (6.98). RWMFX return over 5 years is better than : 38.24 vs. AQEAX (24.87).
| 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 | 1.292 | 4.242 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 196B | 2% |
| Annual Yield % from dividends | 0.67 | 1.70 | 40% |
| Returns for 1 year | 6.98 | 8.20 | 85% |
| Returns for 3 years | 15.23 | 18.09 | 84% |
| Returns for 5 years | 24.87 | 38.24 | 65% |
| Returns for 10 years | 55.71 | 61.66 | 90% |
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