Ad is loading...
GSEPX vs RWMEX
GSEPX vs RWMEX Comparison
Open Charts GSEPX vs RWMEX
Goldman Sachs US Equity Insights P
Price$62.28
Change+$0.47 (+0.76%)
VolumeN/A
Net Assets1.02B
American Funds Washington Mutual R4
Price$61.31
Change+$0.23 (+0.38%)
VolumeN/A
Net Assets185.91B
GSEPX vs RWMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GSEPX vs. RWMEX commentary
May 09, 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 Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 186B vs. GSEPX (1.02B). RWMEX pays higher dividends than GSEPX: RWMEX (1.27) vs GSEPX (0.48). GSEPX was incepted earlier than RWMEX: GSEPX (7 years) vs RWMEX (23 years). RWMEX (0.61) and GSEPX (0.60) have similar cost to investors . GSEPX is a more actively managed with annual turnover of: 206.00 vs. RWMEX (31.00). GSEPX has a lower initial minimum investment than RWMEX: GSEPX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 2.47 vs. GSEPX (-4.71). RWMEX return over 5 years is better than : 54.01 vs. GSEPX (29.02).
| GSEPX | RWMEX | GSEPX / RWMEX | |
| Total Expense Ratio | 0.56 | 0.61 | 92% |
| Annual Report Gross Expense Ratio | 0.60 | 0.61 | 98% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -6.334 | 0.704 | -900% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 186B | 1% |
| Annual Yield % from dividends | 0.48 | 1.27 | 38% |
| Returns for 1 year | -4.71 | 2.47 | -191% |
| Returns for 3 years | 24.49 | 17.29 | 142% |
| Returns for 5 years | 29.02 | 54.01 | 54% |
| Returns for 10 years | N/A | 56.49 | - |