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EVSRX vs RWMFX
EVSRX vs RWMFX Comparison
Open Charts EVSRX vs RWMFX
Allspring Disciplined US Core R6
Price$25.74
Change-$0.17 (-0.66%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.97
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
EVSRX vs RWMFX Comparison Chart
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EVSRX vs. RWMFX commentary
Nov 15, 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 Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B 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 : 28.11 vs. RWMFX (20.83). EVSRX return over 5 years is better than : 44.81 vs. RWMFX (41.50).
| 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 | 31.323 | 15.693 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 194B | 1% |
| Annual Yield % from dividends | 0.96 | 1.70 | 56% |
| Returns for 1 year | 28.11 | 20.83 | 135% |
| Returns for 3 years | 4.94 | 12.89 | 38% |
| Returns for 5 years | 44.81 | 41.50 | 108% |
| Returns for 10 years | N/A | 61.73 | - |
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