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AWYIX vs RWMEX
AWYIX vs RWMEX Comparison
Open Charts AWYIX vs RWMEX
CIBC Atlas Equity Income Institutional
Price$56.74
Change-$2.18 (-3.70%)
VolumeN/A
Net Assets356.66M
American Funds Washington Mutual R4
Price$59.15
Change-$2.27 (-3.70%)
VolumeN/A
Net Assets187.67B
AWYIX vs RWMEX Comparison Chart
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AWYIX vs. RWMEX commentary
Apr 04, 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 AWYIX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 188B vs. AWYIX (357M). AWYIX pays higher dividends than RWMEX: AWYIX (5.40) vs RWMEX (1.26). AWYIX was incepted earlier than RWMEX: AWYIX (15 years) vs RWMEX (23 years). AWYIX (0.90) is less costly to investors than RWMEX (0.61). RWMEX is a more actively managed with annual turnover of: 31.00 vs. AWYIX (17.00). RWMEX has a lower initial minimum investment than AWYIX: RWMEX (250) vs AWYIX (250000). AWYIX annual gain was more profitable for investors over the last year : 10.20 vs. RWMEX (1.85). AWYIX return over 5 years is better than : 92.13 vs. RWMEX (77.82).
| AWYIX | RWMEX | AWYIX / RWMEX | |
| Total Expense Ratio | 0.90 | 0.61 | 148% |
| Annual Report Gross Expense Ratio | 0.90 | 0.61 | 148% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.641 | 0.884 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 188B | 0% |
| Annual Yield % from dividends | 5.40 | 1.26 | 430% |
| Returns for 1 year | 10.20 | 1.85 | 552% |
| Returns for 3 years | 16.21 | 7.69 | 211% |
| Returns for 5 years | 92.13 | 77.82 | 118% |
| Returns for 10 years | 104.77 | 57.84 | 181% |
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