Ad is loading...
GSEPX vs RWMEX
GSEPX vs RWMEX Comparison
Open Charts GSEPX vs RWMEX
Goldman Sachs US Equity Insights P
Price$68.15
Change+$0.44 (+0.65%)
VolumeN/A
Net Assets1.15B
American Funds Washington Mutual R4
Price$63.29
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets195.7B
GSEPX vs RWMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSEPX vs. RWMEX 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 GSEPX is a Hold and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. GSEPX (1.15B). RWMEX pays higher dividends than GSEPX: RWMEX (1.45) vs GSEPX (0.62). GSEPX was incepted earlier than RWMEX: GSEPX (7 years) vs RWMEX (23 years). GSEPX is a more actively managed with annual turnover of: 203.00 vs. RWMEX (30.00). GSEPX has a lower initial minimum investment than RWMEX: GSEPX (0) vs RWMEX (250). GSEPX annual gain was more profitable for investors over the last year : 13.32 vs. RWMEX (11.67). RWMEX return over 5 years is better than : 36.59 vs. GSEPX (28.18).
| GSEPX | RWMEX | GSEPX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 2.606 | 3.618 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 196B | 1% |
| Annual Yield % from dividends | 0.62 | 1.45 | 43% |
| Returns for 1 year | 13.32 | 11.67 | 114% |
| Returns for 3 years | 22.83 | 15.23 | 150% |
| Returns for 5 years | 28.18 | 36.59 | 77% |
| Returns for 10 years | N/A | 63.27 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...