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AUENX vs RWMFX
AUENX vs RWMFX Comparison
Open Charts AUENX vs RWMFX
AQR Large Cap Defensive Style N
Price$20.38
Change+$1.04 (+5.38%)
VolumeN/A
Net Assets1.98B
American Funds Washington Mutual R5
Price$58.07
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
AUENX vs RWMFX Comparison Chart
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AUENX vs. RWMFX commentary
Apr 11, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 181B vs. AUENX (1.98B). RWMFX pays higher dividends than AUENX: RWMFX (1.53) vs AUENX (1.12). AUENX was incepted earlier than RWMFX: AUENX (13 years) vs RWMFX (23 years). AUENX (0.66) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AUENX (21.00). 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 : -8.19 vs. AUENX (-16.70). RWMFX return over 5 years is better than : 44.88 vs. AUENX (-3.61).
| AUENX | RWMFX | AUENX / RWMFX | |
| Total Expense Ratio | 0.66 | 0.31 | 213% |
| Annual Report Gross Expense Ratio | 0.66 | 0.31 | 213% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -4.447 | -9.504 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 181B | 1% |
| Annual Yield % from dividends | 1.12 | 1.53 | 73% |
| Returns for 1 year | -16.70 | -8.19 | 204% |
| Returns for 3 years | -33.43 | -2.62 | 1,277% |
| Returns for 5 years | -3.61 | 44.88 | -8% |
| Returns for 10 years | 40.95 | 42.44 | 96% |
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