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AQEAX vs RWMFX
AQEAX vs RWMFX Comparison
Open Charts AQEAX vs RWMFX
Columbia Disciplined Core A
Price$15.05
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets4.98B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
AQEAX vs RWMFX Comparison Chart
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AQEAX vs. RWMFX commentary
Jan 19, 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: 193B vs. AQEAX (4.98B). 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). AQEAX annual gain was more profitable for investors over the last year : 15.39 vs. RWMFX (12.39). RWMFX return over 5 years is better than : 35.03 vs. AQEAX (25.41).
| 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 | 2.311 | 2.340 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 193B | 3% |
| Annual Yield % from dividends | 0.67 | 1.70 | 40% |
| Returns for 1 year | 15.39 | 12.39 | 124% |
| Returns for 3 years | 10.61 | 11.20 | 95% |
| Returns for 5 years | 25.41 | 35.03 | 73% |
| Returns for 10 years | 65.85 | 65.23 | 101% |
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