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GQIRX vs RWMFX
GQIRX vs RWMFX Comparison
Open Charts GQIRX vs RWMFX
Goldman Sachs US Tax-Managed Eq I
Price$41.31
Change-$1.65 (-3.84%)
VolumeN/A
Net Assets2.91B
American Funds Washington Mutual R5
Price$58.07
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
GQIRX vs RWMFX Comparison Chart
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GQIRX 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 GQIRX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 181B vs. GQIRX (2.91B). RWMFX pays higher dividends than GQIRX: RWMFX (1.53) vs GQIRX (0.37). GQIRX was incepted earlier than RWMFX: GQIRX (15 years) vs RWMFX (23 years). GQIRX (0.82) is less costly to investors than RWMFX (0.31). GQIRX is a more actively managed with annual turnover of: 184.00 vs. RWMFX (31.00). GQIRX has a lower initial minimum investment than RWMFX: GQIRX (0) vs RWMFX (250). GQIRX annual gain was more profitable for investors over the last year : 2.99 vs. RWMFX (-0.11). GQIRX return over 5 years is better than : 99.02 vs. RWMFX (56.08).
| GQIRX | RWMFX | GQIRX / RWMFX | |
| Total Expense Ratio | 0.78 | 0.31 | 252% |
| Annual Report Gross Expense Ratio | 0.82 | 0.31 | 265% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -8.615 | -2.504 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91B | 181B | 2% |
| Annual Yield % from dividends | 0.37 | 1.53 | 25% |
| Returns for 1 year | 2.99 | -0.11 | -2,674% |
| Returns for 3 years | 23.47 | 6.24 | 376% |
| Returns for 5 years | 99.02 | 56.08 | 177% |
| Returns for 10 years | 149.99 | 54.24 | 277% |
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