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EVSIX vs RWMFX
EVSIX vs RWMFX Comparison
Open Charts EVSIX vs RWMFX
Allspring Disciplined US Core Inst
Price$23.50
Change-$0.43 (-1.80%)
VolumeN/A
Net Assets1.22B
American Funds Washington Mutual R5
Price$63.36
Change-$0.70 (-1.09%)
VolumeN/A
Net Assets195.61B
EVSIX vs RWMFX Comparison Chart
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EVSIX vs. RWMFX commentary
Mar 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 EVSIX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. EVSIX (1.22B). RWMFX pays higher dividends than EVSIX: RWMFX (1.70) vs EVSIX (0.92). EVSIX was incepted earlier than RWMFX: EVSIX (15 years) vs RWMFX (23 years). EVSIX is a more actively managed with annual turnover of: 43.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than EVSIX: RWMFX (250) vs EVSIX (1000000). EVSIX annual gain was more profitable for investors over the last year : 13.27 vs. RWMFX (5.61). RWMFX return over 5 years is better than : 45.04 vs. EVSIX (40.03).
| EVSIX | RWMFX | EVSIX / 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 | 1.056 | 2.974 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 196B | 1% |
| Annual Yield % from dividends | 0.92 | 1.70 | 54% |
| Returns for 1 year | 13.27 | 5.61 | 237% |
| Returns for 3 years | 12.94 | 14.08 | 92% |
| Returns for 5 years | 40.03 | 45.04 | 89% |
| Returns for 10 years | 71.94 | 63.23 | 114% |
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