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AVUSX vs RWMEX
AVUSX vs RWMEX Comparison
Open Charts AVUSX vs RWMEX
Avantis® U.S. Equity Institutional
Price$17.16
Change+$0.34 (+2.02%)
VolumeN/A
Net Assets748.97M
American Funds Washington Mutual R4
Price$59.64
Change+$0.92 (+1.57%)
VolumeN/A
Net Assets178.95B
AVUSX vs RWMEX Comparison Chart
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AVUSX vs. RWMEX commentary
Apr 25, 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: 179B vs. AVUSX (749M). 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 : 3.01 vs. RWMEX (0.94). AVUSX return over 5 years is better than : 105.01 vs. RWMEX (53.75).
| 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 | -8.884 | -2.039 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 179B | 0% |
| Annual Yield % from dividends | 1.43 | 1.26 | 113% |
| Returns for 1 year | 3.01 | 0.94 | 319% |
| Returns for 3 years | 24.31 | 8.41 | 289% |
| Returns for 5 years | 105.01 | 53.75 | 195% |
| Returns for 10 years | N/A | 51.82 | - |
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