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FMIQX vs RWMFX
FMIQX vs RWMFX Comparison
Open Charts FMIQX vs RWMFX
FMI Large Cap Institutional
Price$15.17
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets1.52B
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
FMIQX vs RWMFX Comparison Chart
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FMIQX vs. RWMFX commentary
Jan 31, 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 FMIQX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. FMIQX (1.52B). 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 : 12.96 vs. FMIQX (2.13). RWMFX return over 5 years is better than : 42.43 vs. FMIQX (-18.23).
| 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 | 3.522 | 4.258 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 195B | 1% |
| Annual Yield % from dividends | 0.93 | 1.70 | 55% |
| Returns for 1 year | 2.13 | 12.96 | 16% |
| Returns for 3 years | -19.16 | 14.51 | -132% |
| Returns for 5 years | -18.23 | 42.43 | -43% |
| Returns for 10 years | N/A | 69.42 | - |