Ad is loading...
EVSRX vs RWMFX
EVSRX vs RWMFX Comparison
Open Charts EVSRX vs RWMFX
Allspring Disciplined US Core R6
Price$24.94
Change-$0.12 (-0.48%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
EVSRX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVSRX vs. RWMFX commentary
Dec 18, 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 EVSRX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. EVSRX (1.2B). RWMFX pays higher dividends than EVSRX: RWMFX (1.70) vs EVSRX (0.96). EVSRX was incepted earlier than RWMFX: EVSRX (9 years) vs RWMFX (23 years). EVSRX is a more actively managed with annual turnover of: 43.00 vs. RWMFX (30.00). EVSRX has a lower initial minimum investment than RWMFX: EVSRX (0) vs RWMFX (250). EVSRX annual gain was more profitable for investors over the last year : 26.99 vs. RWMFX (17.20). RWMFX (39.32) and EVSRX (38.94) have equivalent 5 years return.
| EVSRX | RWMFX | EVSRX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 26.406 | 16.419 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 196B | 1% |
| Annual Yield % from dividends | 0.96 | 1.70 | 56% |
| Returns for 1 year | 26.99 | 17.20 | 157% |
| Returns for 3 years | 9.91 | 15.87 | 62% |
| Returns for 5 years | 38.94 | 39.32 | 99% |
| Returns for 10 years | N/A | 69.07 | - |