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AUEIX vs RWMFX
AUEIX vs RWMFX Comparison
Open Charts AUEIX vs RWMFX
AQR Large Cap Defensive Style I
Price$25.74
Change-$0.33 (-1.27%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
AUEIX vs RWMFX Comparison Chart
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AUEIX vs. RWMFX commentary
Nov 18, 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 AUEIX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. AUEIX (2.44B). AUEIX pays higher dividends than RWMFX: AUEIX (1.82) vs RWMFX (1.70). AUEIX was incepted earlier than RWMFX: AUEIX (12 years) vs RWMFX (23 years). AUEIX (31.00) and RWMFX (30.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than AUEIX: RWMFX (250) vs AUEIX (5000000). RWMFX annual gain was more profitable for investors over the last year : 18.45 vs. AUEIX (-0.28). RWMFX return over 5 years is better than : 39.08 vs. AUEIX (16.73).
| AUEIX | RWMFX | AUEIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 17.106 | 13.710 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 191B | 1% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | -0.28 | 18.45 | -1% |
| Returns for 3 years | -16.54 | 10.88 | -152% |
| Returns for 5 years | 16.73 | 39.08 | 43% |
| Returns for 10 years | 95.06 | 58.37 | 163% |
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