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AWYIX vs RWMFX
AWYIX vs RWMFX Comparison
Open Charts AWYIX vs RWMFX
CIBC Atlas Equity Income Institutional
Price$53.13
Change-$3.61 (-6.36%)
VolumeN/A
Net Assets321.73M
American Funds Washington Mutual R5
Price$56.13
Change-$3.46 (-5.81%)
VolumeN/A
Net Assets170.2B
AWYIX vs RWMFX Comparison Chart
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AWYIX vs. RWMFX commentary
Apr 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 AWYIX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 170B vs. AWYIX (322M). AWYIX pays higher dividends than RWMFX: AWYIX (5.40) vs RWMFX (1.53). AWYIX was incepted earlier than RWMFX: AWYIX (15 years) vs RWMFX (23 years). AWYIX (0.90) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AWYIX (17.00). RWMFX has a lower initial minimum investment than AWYIX: RWMFX (250) vs AWYIX (250000). AWYIX annual gain was more profitable for investors over the last year : 0.10 vs. RWMFX (-6.15). AWYIX return over 5 years is better than : 73.25 vs. RWMFX (63.12).
| AWYIX | RWMFX | AWYIX / RWMFX | |
| Total Expense Ratio | 0.90 | 0.31 | 290% |
| Annual Report Gross Expense Ratio | 0.90 | 0.31 | 290% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -10.405 | -8.411 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 170B | 0% |
| Annual Yield % from dividends | 5.40 | 1.53 | 353% |
| Returns for 1 year | 0.10 | -6.15 | -2% |
| Returns for 3 years | 5.53 | -0.81 | -687% |
| Returns for 5 years | 73.25 | 63.12 | 116% |
| Returns for 10 years | 84.76 | 45.22 | 187% |
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