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GQIRX vs RWMFX
GQIRX vs RWMFX Comparison
Open Charts GQIRX vs RWMFX
Goldman Sachs US Tax-Managed Eq I
Price$47.77
Change-$1.04 (-2.13%)
VolumeN/A
Net Assets3.55B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
GQIRX vs RWMFX Comparison Chart
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GQIRX vs. RWMFX commentary
Feb 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 (3.55B). 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 : 16.45 vs. RWMFX (8.20). GQIRX return over 5 years is better than : 82.12 vs. RWMFX (38.24).
| 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 | 1.617 | 4.242 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 196B | 2% |
| Annual Yield % from dividends | 0.42 | 1.70 | 24% |
| Returns for 1 year | 16.45 | 8.20 | 200% |
| Returns for 3 years | 40.19 | 18.09 | 222% |
| Returns for 5 years | 82.12 | 38.24 | 215% |
| Returns for 10 years | 173.28 | 61.66 | 281% |
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