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AUENX vs RWMFX
AUENX vs RWMFX Comparison
Open Charts AUENX vs RWMFX
AQR Large Cap Defensive Style N
Price$21.13
Change-$0.16 (-0.75%)
VolumeN/A
Net Assets2.2B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AUENX vs RWMFX Comparison Chart
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AUENX 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 AUENX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AUENX (2.2B). RWMFX pays higher dividends than AUENX: RWMFX (1.70) vs AUENX (1.48). AUENX was incepted earlier than RWMFX: AUENX (13 years) vs RWMFX (23 years). AUENX (31.00) and RWMFX (30.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than AUENX: RWMFX (250) vs AUENX (2500). RWMFX annual gain was more profitable for investors over the last year : 8.20 vs. AUENX (-8.21). RWMFX return over 5 years is better than : 38.24 vs. AUENX (-10.77).
| AUENX | RWMFX | AUENX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 4.397 | 4.242 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 196B | 1% |
| Annual Yield % from dividends | 1.48 | 1.70 | 87% |
| Returns for 1 year | -8.21 | 8.20 | -100% |
| Returns for 3 years | -22.56 | 18.09 | -125% |
| Returns for 5 years | -10.77 | 38.24 | -28% |
| Returns for 10 years | 54.20 | 61.66 | 88% |
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