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EVSIX vs RWMFX
EVSIX vs RWMFX Comparison
Open Charts EVSIX vs RWMFX
Allspring Disciplined US Core Inst
Price$23.88
Change+$0.06 (+0.25%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$61.47
Change+$0.67 (+1.10%)
VolumeN/A
CapitalizationN/A
EVSIX vs RWMFX Comparison Chart
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EVSIX vs. RWMFX commentary
Dec 24, 2024
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: 189B vs. EVSIX (1.16B). RWMFX pays higher dividends than EVSIX: RWMFX (1.70) vs EVSIX (0.92). EVSIX was incepted earlier than RWMFX: EVSIX (14 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 : 24.16 vs. RWMFX (10.08). RWMFX (34.97) and EVSIX (34.70) have equivalent 5 years return.
| EVSIX | RWMFX | EVSIX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 23.776 | 9.305 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 189B | 1% |
| Annual Yield % from dividends | 0.92 | 1.70 | 54% |
| Returns for 1 year | 24.16 | 10.08 | 240% |
| Returns for 3 years | 6.60 | 8.33 | 79% |
| Returns for 5 years | 34.70 | 34.97 | 99% |
| Returns for 10 years | 71.92 | 57.36 | 125% |