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AWYIX vs RWMFX
AWYIX vs RWMFX Comparison
Open Charts AWYIX vs RWMFX
CIBC Atlas Equity Income Institutional
Price$60.42
Change-$0.78 (-1.27%)
VolumeN/A
Net Assets366.55M
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
AWYIX vs RWMFX Comparison Chart
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AWYIX vs. RWMFX commentary
Feb 23, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. AWYIX (367M). RWMFX pays higher dividends than AWYIX: RWMFX (1.70) vs AWYIX (1.62). AWYIX was incepted earlier than RWMFX: AWYIX (15 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. AWYIX (27.00). 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 : 15.69 vs. RWMFX (8.20). AWYIX return over 5 years is better than : 47.38 vs. RWMFX (38.24).
| AWYIX | RWMFX | AWYIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.889 | 4.242 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 196B | 0% |
| Annual Yield % from dividends | 1.62 | 1.70 | 95% |
| Returns for 1 year | 15.69 | 8.20 | 191% |
| Returns for 3 years | 26.89 | 18.09 | 149% |
| Returns for 5 years | 47.38 | 38.24 | 124% |
| Returns for 10 years | 105.28 | 61.66 | 171% |
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