Ad is loading...
AVUSX vs RWMFX
AVUSX vs RWMFX Comparison
Open Charts AVUSX vs RWMFX
Avantis® U.S. Equity Institutional
Price$18.40
Change-$0.60 (-3.16%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
AVUSX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVUSX vs. RWMFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. AVUSX (878M). RWMFX pays higher dividends than AVUSX: RWMFX (1.70) vs AVUSX (1.08). AVUSX was incepted earlier than RWMFX: AVUSX (5 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AVUSX (7.00). 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 : 25.52 vs. RWMFX (17.20). AVUSX return over 5 years is better than : 95.60 vs. RWMFX (39.32).
| AVUSX | RWMFX | AVUSX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 24.316 | 16.419 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 195B | 0% |
| Annual Yield % from dividends | 1.08 | 1.70 | 64% |
| Returns for 1 year | 25.52 | 17.20 | 148% |
| Returns for 3 years | 33.36 | 15.87 | 210% |
| Returns for 5 years | 95.60 | 39.32 | 243% |
| Returns for 10 years | N/A | 69.07 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...