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GQIRX vs RWMFX
GQIRX vs RWMFX Comparison
Open Charts GQIRX vs RWMFX
Goldman Sachs US Tax-Managed Eq I
Price$48.94
Change+$0.35 (+0.72%)
VolumeN/A
Net Assets3.6B
American Funds Washington Mutual R5
Price$63.77
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets195.7B
GQIRX vs RWMFX Comparison Chart
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GQIRX vs. RWMFX commentary
Jan 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 GQIRX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. GQIRX (3.6B). RWMFX pays higher dividends than GQIRX: RWMFX (1.70) vs GQIRX (0.42). GQIRX was incepted earlier than RWMFX: GQIRX (14 years) vs RWMFX (23 years). GQIRX is a more actively managed with annual turnover of: 184.00 vs. RWMFX (30.00). 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 : 25.36 vs. RWMFX (12.08). GQIRX return over 5 years is better than : 87.92 vs. RWMFX (38.01).
| GQIRX | RWMFX | GQIRX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.361 | 3.641 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.6B | 196B | 2% |
| Annual Yield % from dividends | 0.42 | 1.70 | 24% |
| Returns for 1 year | 25.36 | 12.08 | 210% |
| Returns for 3 years | 40.13 | 16.05 | 250% |
| Returns for 5 years | 87.92 | 38.01 | 231% |
| Returns for 10 years | 187.21 | 65.37 | 286% |
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