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FMIQX vs RWMFX
FMIQX vs RWMFX Comparison
Open Charts FMIQX vs RWMFX
FMI Large Cap Institutional
Price$14.20
Change+$0.92 (+6.93%)
VolumeN/A
Net Assets1.29B
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
FMIQX vs RWMFX Comparison Chart
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FMIQX vs. RWMFX commentary
Apr 11, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. FMIQX (1.3B). RWMFX pays higher dividends than FMIQX: RWMFX (1.53) vs FMIQX (0.68). FMIQX was incepted earlier than RWMFX: FMIQX (8 years) vs RWMFX (23 years). FMIQX (0.70) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. FMIQX (17.00). 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 : -8.19 vs. FMIQX (-16.42). RWMFX return over 5 years is better than : 44.88 vs. FMIQX (-15.58).
| FMIQX | RWMFX | FMIQX / RWMFX | |
| Total Expense Ratio | 0.70 | 0.31 | 226% |
| Annual Report Gross Expense Ratio | 0.70 | 0.31 | 226% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -8.287 | -9.504 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 168B | 1% |
| Annual Yield % from dividends | 0.68 | 1.53 | 45% |
| Returns for 1 year | -16.42 | -8.19 | 201% |
| Returns for 3 years | -26.27 | -2.62 | 1,003% |
| Returns for 5 years | -15.58 | 44.88 | -35% |
| Returns for 10 years | N/A | 42.44 | - |
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