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GSEPX vs RWMFX
GSEPX vs RWMFX Comparison
Open Charts GSEPX vs RWMFX
Goldman Sachs US Equity Insights P
Price$59.86
Change+$5.34 (+9.79%)
VolumeN/A
Net Assets899.68M
American Funds Washington Mutual R5
Price$58.07
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
GSEPX vs RWMFX Comparison Chart
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GSEPX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 181B vs. GSEPX (900M). RWMFX pays higher dividends than GSEPX: RWMFX (1.53) vs GSEPX (0.48). GSEPX was incepted earlier than RWMFX: GSEPX (7 years) vs RWMFX (23 years). GSEPX (0.60) is less costly to investors than RWMFX (0.31). GSEPX is a more actively managed with annual turnover of: 206.00 vs. RWMFX (31.00). GSEPX has a lower initial minimum investment than RWMFX: GSEPX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : -8.19 vs. GSEPX (-16.04). RWMFX return over 5 years is better than : 44.88 vs. GSEPX (21.32).
| GSEPX | RWMFX | GSEPX / RWMFX | |
| Total Expense Ratio | 0.56 | 0.31 | 181% |
| Annual Report Gross Expense Ratio | 0.60 | 0.31 | 194% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -17.381 | -9.504 | 183% |
| 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 | 1.53 | 31% |
| Returns for 1 year | -16.04 | -8.19 | 196% |
| Returns for 3 years | -2.84 | -2.62 | 108% |
| Returns for 5 years | 21.32 | 44.88 | 48% |
| Returns for 10 years | N/A | 42.44 | - |
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