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AVUSX vs RWMFX
AVUSX vs RWMFX Comparison
Open Charts AVUSX vs RWMFX
Avantis® U.S. Equity Institutional
Price$16.87
Change-$1.01 (-5.65%)
VolumeN/A
Net Assets780.35M
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
AVUSX vs RWMFX Comparison Chart
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AVUSX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. AVUSX (780M). RWMFX pays higher dividends than AVUSX: RWMFX (1.53) vs AVUSX (1.43). AVUSX was incepted earlier than RWMFX: AVUSX (5 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 : 6.48 vs. RWMFX (2.19). AVUSX return over 5 years is better than : 150.59 vs. RWMFX (79.80).
| AVUSX | RWMFX | AVUSX / RWMFX | |
| Total Expense Ratio | 0.15 | 0.31 | 48% |
| Annual Report Gross Expense Ratio | 0.15 | 0.31 | 48% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -3.142 | 0.955 | -329% |
| 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 | 1.53 | 93% |
| Returns for 1 year | 6.48 | 2.19 | 296% |
| Returns for 3 years | 24.79 | 8.51 | 291% |
| Returns for 5 years | 150.59 | 79.80 | 189% |
| Returns for 10 years | N/A | 59.99 | - |
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