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EVSRX vs RWMFX
EVSRX vs RWMFX Comparison
Open Charts EVSRX vs RWMFX
Allspring Disciplined US Core R6
Price$24.55
Change-$0.45 (-1.80%)
VolumeN/A
Net Assets1.26B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
EVSRX vs RWMFX Comparison Chart
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EVSRX vs. RWMFX commentary
Feb 23, 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: 196B vs. EVSRX (1.26B). 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 : 16.36 vs. RWMFX (8.20). RWMFX return over 5 years is better than : 38.24 vs. EVSRX (33.56).
| 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 | 2.206 | 4.242 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 196B | 1% |
| Annual Yield % from dividends | 0.96 | 1.70 | 56% |
| Returns for 1 year | 16.36 | 8.20 | 199% |
| Returns for 3 years | 15.82 | 18.09 | 87% |
| Returns for 5 years | 33.56 | 38.24 | 88% |
| Returns for 10 years | N/A | 61.66 | - |
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