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EVSRX vs RWMFX
EVSRX vs RWMFX Comparison
Open Charts EVSRX vs RWMFX
Allspring Disciplined US Core R6
Price$21.97
Change-$1.11 (-4.81%)
VolumeN/A
Net Assets1.16B
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
EVSRX vs RWMFX Comparison Chart
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EVSRX vs. RWMFX commentary
Apr 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 EVSRX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. EVSRX (1.16B). RWMFX pays higher dividends than EVSRX: RWMFX (1.53) vs EVSRX (0.94). EVSRX was incepted earlier than RWMFX: EVSRX (10 years) vs RWMFX (23 years). EVSRX (0.41) is less costly to investors than RWMFX (0.31). EVSRX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (31.00). 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 : 5.43 vs. RWMFX (2.19). RWMFX return over 5 years is better than : 79.80 vs. EVSRX (66.60).
| EVSRX | RWMFX | EVSRX / RWMFX | |
| Total Expense Ratio | 0.41 | 0.31 | 132% |
| Annual Report Gross Expense Ratio | 0.41 | 0.31 | 132% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -3.913 | 0.955 | -410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 188B | 1% |
| Annual Yield % from dividends | 0.94 | 1.53 | 62% |
| Returns for 1 year | 5.43 | 2.19 | 248% |
| Returns for 3 years | 2.37 | 8.51 | 28% |
| Returns for 5 years | 66.60 | 79.80 | 83% |
| Returns for 10 years | N/A | 59.99 | - |
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