Ad is loading...
EVSIX vs RWMFX
EVSIX vs RWMFX Comparison
Open Charts EVSIX vs RWMFX
Allspring Disciplined US Core Inst
Price$24.57
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets1.24B
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
EVSIX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVSIX vs. RWMFX commentary
Jan 31, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. EVSIX (1.24B). 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 : 24.13 vs. RWMFX (12.96). RWMFX return over 5 years is better than : 42.43 vs. EVSIX (39.35).
| 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 | 3.421 | 4.258 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 195B | 1% |
| Annual Yield % from dividends | 0.92 | 1.70 | 54% |
| Returns for 1 year | 24.13 | 12.96 | 186% |
| Returns for 3 years | 11.72 | 14.51 | 81% |
| Returns for 5 years | 39.35 | 42.43 | 93% |
| Returns for 10 years | 80.34 | 69.42 | 116% |