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EVSRX vs RWMFX
EVSRX vs RWMFX Comparison
Open Charts EVSRX vs RWMFX
Allspring Disciplined US Core R6
Price$22.06
Change+$0.37 (+1.71%)
VolumeN/A
Net Assets1.09B
American Funds Washington Mutual R5
Price$59.17
Change+$0.76 (+1.30%)
VolumeN/A
Net Assets176.73B
EVSRX vs RWMFX Comparison Chart
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EVSRX vs. RWMFX commentary
Apr 25, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 177B vs. EVSRX (1.09B). 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 : 2.03 vs. RWMFX (-1.59). RWMFX return over 5 years is better than : 51.16 vs. EVSRX (37.21).
| 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 | -9.700 | -4.691 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 177B | 1% |
| Annual Yield % from dividends | 0.94 | 1.53 | 62% |
| Returns for 1 year | 2.03 | -1.59 | -128% |
| Returns for 3 years | 0.09 | 6.40 | 1% |
| Returns for 5 years | 37.21 | 51.16 | 73% |
| Returns for 10 years | N/A | 49.05 | - |
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