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AVUSX vs RWMEX
AVUSX vs RWMEX Comparison
Open Charts AVUSX vs RWMEX
Avantis® U.S. Equity Institutional
Price$16.87
Change-$1.01 (-5.65%)
VolumeN/A
Net Assets780.35M
American Funds Washington Mutual R4
Price$59.15
Change-$2.27 (-3.70%)
VolumeN/A
Net Assets187.67B
AVUSX vs RWMEX Comparison Chart
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AVUSX vs. RWMEX commentary
Apr 05, 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 AVUSX is a StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 188B vs. AVUSX (780M). AVUSX pays higher dividends than RWMEX: AVUSX (1.43) vs RWMEX (1.26). AVUSX was incepted earlier than RWMEX: AVUSX (5 years) vs RWMEX (23 years). RWMEX (0.61) is less costly to investors than AVUSX (0.15). RWMEX is a more actively managed with annual turnover of: 31.00 vs. AVUSX (10.00). RWMEX has a lower initial minimum investment than AVUSX: RWMEX (250) vs AVUSX (5000000). AVUSX annual gain was more profitable for investors over the last year : 6.48 vs. RWMEX (1.85). AVUSX return over 5 years is better than : 150.59 vs. RWMEX (77.82).
| AVUSX | RWMEX | AVUSX / RWMEX | |
| Total Expense Ratio | 0.15 | 0.61 | 25% |
| Annual Report Gross Expense Ratio | 0.15 | 0.61 | 25% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -3.142 | 0.884 | -355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 188B | 0% |
| Annual Yield % from dividends | 1.43 | 1.26 | 113% |
| Returns for 1 year | 6.48 | 1.85 | 351% |
| Returns for 3 years | 24.79 | 7.69 | 323% |
| Returns for 5 years | 150.59 | 77.82 | 194% |
| Returns for 10 years | N/A | 57.84 | - |
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