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AVUSX vs RWMFX
AVUSX vs RWMFX Comparison
Open Charts AVUSX vs RWMFX
Avantis® U.S. Equity Institutional
Price$18.91
Change-$0.21 (-1.10%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
AVUSX vs RWMFX Comparison Chart
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AVUSX vs. RWMFX commentary
Nov 18, 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: 191B vs. AVUSX (768M). 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 : 31.15 vs. RWMFX (18.45).
| 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 | 21.374 | 13.710 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 191B | 0% |
| Annual Yield % from dividends | 1.08 | 1.70 | 64% |
| Returns for 1 year | 31.15 | 18.45 | 169% |
| Returns for 3 years | 24.99 | 10.88 | 230% |
| Returns for 5 years | N/A | 39.08 | - |
| Returns for 10 years | N/A | 58.37 | - |
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