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AVUSX vs RWMFX
AVUSX vs RWMFX Comparison
Open Charts AVUSX vs RWMFX
Avantis® U.S. Equity Institutional
Price$18.53
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets807.87M
American Funds Washington Mutual R5
Price$64.62
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets194.6B
AVUSX vs RWMFX Comparison Chart
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AVUSX vs. RWMFX commentary
Jun 07, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. AVUSX (808M). RWMFX pays higher dividends than AVUSX: RWMFX (1.47) vs AVUSX (1.37). AVUSX was incepted earlier than RWMFX: AVUSX (6 years) vs RWMFX (23 years). RWMFX (0.31) is less costly to investors than AVUSX (0.15). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AVUSX (10.00). RWMFX has a lower initial minimum investment than AVUSX: RWMFX (250) vs AVUSX (5000000). AVUSX annual gain was more profitable for investors over the last year : 10.07 vs. RWMFX (5.62). AVUSX return over 5 years is better than : 95.56 vs. RWMFX (49.38).
| AVUSX | RWMFX | AVUSX / RWMFX | |
| Total Expense Ratio | 0.15 | 0.31 | 48% |
| Annual Report Gross Expense Ratio | 0.15 | 0.31 | 48% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.650 | 5.622 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 808M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 1.47 | 93% |
| Returns for 1 year | 10.07 | 5.62 | 179% |
| Returns for 3 years | 39.49 | 19.70 | 201% |
| Returns for 5 years | 95.56 | 49.38 | 194% |
| Returns for 10 years | N/A | 68.61 | - |
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