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FMIQX vs RWMFX
FMIQX vs RWMFX Comparison
Open Charts FMIQX vs RWMFX
FMI Large Cap Institutional
Price$16.48
Change-$0.47 (-2.77%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
FMIQX vs RWMFX Comparison Chart
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FMIQX vs. RWMFX commentary
Dec 19, 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 FMIQX is a Hold and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. FMIQX (1.59B). RWMFX pays higher dividends than FMIQX: RWMFX (1.70) vs FMIQX (0.93). FMIQX was incepted earlier than RWMFX: FMIQX (8 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. FMIQX (14.00). RWMFX has a lower initial minimum investment than FMIQX: RWMFX (250) vs FMIQX (100000). RWMFX annual gain was more profitable for investors over the last year : 17.20 vs. FMIQX (15.62). RWMFX return over 5 years is better than : 39.32 vs. FMIQX (-10.47).
| FMIQX | RWMFX | FMIQX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 13.835 | 16.419 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 195B | 1% |
| Annual Yield % from dividends | 0.93 | 1.70 | 55% |
| Returns for 1 year | 15.62 | 17.20 | 91% |
| Returns for 3 years | -9.41 | 15.87 | -59% |
| Returns for 5 years | -10.47 | 39.32 | -27% |
| Returns for 10 years | N/A | 69.07 | - |
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