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EVSIX vs RWMFX
EVSIX vs RWMFX Comparison
Open Charts EVSIX vs RWMFX
Allspring Disciplined US Core Inst
Price$23.81
Change-$0.37 (-1.53%)
VolumeN/A
Net Assets1.22B
American Funds Washington Mutual R5
Price$63.00
Change-$1.03 (-1.61%)
VolumeN/A
Net Assets193.11B
EVSIX vs RWMFX Comparison Chart
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EVSIX vs. RWMFX commentary
May 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 EVSIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. EVSIX (1.22B). RWMFX pays higher dividends than EVSIX: RWMFX (1.54) vs EVSIX (0.85). EVSIX was incepted earlier than RWMFX: EVSIX (15 years) vs RWMFX (23 years). EVSIX (0.51) is less costly to investors than RWMFX (0.31). EVSIX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (31.00). 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 : 9.37 vs. RWMFX (2.18). RWMFX return over 5 years is better than : 57.84 vs. EVSIX (48.04).
| EVSIX | RWMFX | EVSIX / RWMFX | |
| Total Expense Ratio | 0.48 | 0.31 | 155% |
| Annual Report Gross Expense Ratio | 0.51 | 0.31 | 165% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 2.111 | 2.799 | 75% |
| 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 | 193B | 1% |
| Annual Yield % from dividends | 0.85 | 1.54 | 55% |
| Returns for 1 year | 9.37 | 2.18 | 430% |
| Returns for 3 years | 25.75 | 21.64 | 119% |
| Returns for 5 years | 48.04 | 57.84 | 83% |
| Returns for 10 years | 68.75 | 60.88 | 113% |
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