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GSEPX vs RWMFX
GSEPX vs RWMFX Comparison
Open Charts GSEPX vs RWMFX
Goldman Sachs US Equity Insights P
Price$62.28
Change+$0.47 (+0.76%)
VolumeN/A
Net Assets1.02B
American Funds Washington Mutual R5
Price$61.79
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.91B
GSEPX vs RWMFX Comparison Chart
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GSEPX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. GSEPX (1.02B). RWMFX pays higher dividends than GSEPX: RWMFX (1.54) 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 : 2.84 vs. GSEPX (-4.71). RWMFX return over 5 years is better than : 55.80 vs. GSEPX (29.02).
| 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 | -6.334 | 0.825 | -768% |
| 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 | 1.54 | 31% |
| Returns for 1 year | -4.71 | 2.84 | -166% |
| Returns for 3 years | 24.49 | 18.23 | 134% |
| Returns for 5 years | 29.02 | 55.80 | 52% |
| Returns for 10 years | N/A | 58.62 | - |