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GSEPX vs RWMEX
GSEPX vs RWMEX Comparison
Open Charts GSEPX vs RWMEX
Goldman Sachs US Equity Insights P
Price$59.86
Change+$5.34 (+9.79%)
VolumeN/A
Net Assets899.68M
American Funds Washington Mutual R4
Price$57.63
Change-$1.67 (-2.82%)
VolumeN/A
Net Assets180.96B
GSEPX vs RWMEX Comparison Chart
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GSEPX vs. RWMEX 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 GSEPX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 181B vs. GSEPX (900M). RWMEX pays higher dividends than GSEPX: RWMEX (1.26) 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 : -8.52 vs. GSEPX (-16.04). RWMEX return over 5 years is better than : 43.22 vs. GSEPX (21.32).
| 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 | -17.381 | -9.579 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 900M | 181B | 0% |
| Annual Yield % from dividends | 0.48 | 1.26 | 38% |
| Returns for 1 year | -16.04 | -8.52 | 188% |
| Returns for 3 years | -2.84 | -3.37 | 84% |
| Returns for 5 years | 21.32 | 43.22 | 49% |
| Returns for 10 years | N/A | 40.51 | - |
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