Ad is loading...
ICIEX vs RWMFX
ICIEX vs RWMFX Comparison
Open Charts ICIEX vs RWMFX
Delaware Ivy Core Equity Fund
Price$22.11
Change-$0.16 (-0.72%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
ICIEX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ICIEX vs. RWMFX commentary
Dec 18, 2024
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 ICIEX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. ICIEX (3.96B). RWMFX pays higher dividends than ICIEX: RWMFX (1.70) vs ICIEX (0.31). ICIEX was incepted earlier than RWMFX: ICIEX (18 years) vs RWMFX (23 years). ICIEX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (30.00). ICIEX has a lower initial minimum investment than RWMFX: ICIEX (0) vs RWMFX (250). ICIEX annual gain was more profitable for investors over the last year : 19.34 vs. RWMFX (17.20). RWMFX (39.32) and ICIEX (37.81) have equivalent 5 years return.
| ICIEX | RWMFX | ICIEX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 18.702 | 16.419 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 196B | 2% |
| Annual Yield % from dividends | 0.31 | 1.70 | 18% |
| Returns for 1 year | 19.34 | 17.20 | 112% |
| Returns for 3 years | 1.45 | 15.87 | 9% |
| Returns for 5 years | 37.81 | 39.32 | 96% |
| Returns for 10 years | 47.31 | 69.07 | 68% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSOCX | 26.12 | 0.02 | +0.08% |
| Morgan Stanley Inst International Opp C | |||
| SSEYX | 556.83 | -2.15 | -0.38% |
| State Street Equity 500 Index II | |||
| OSPSX | 9.64 | -0.05 | -0.52% |
| Invesco SteelPath MLP Select 40 R6 | |||
| EIFVX | 20.36 | -0.14 | -0.68% |
| Eaton Vance Focused Value Opps I | |||
| WEQCX | 10.03 | -0.08 | -0.79% |
| TETON Westwood Equity C | |||