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IRLUX vs RWMFX
IRLUX vs RWMFX Comparison
Open Charts IRLUX vs RWMFX
Voya Russell Large Cap Index Port S2
Price$39.54
Change-$2.01 (-4.84%)
VolumeN/A
Net Assets845.77M
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
IRLUX vs RWMFX Comparison Chart
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IRLUX vs. RWMFX commentary
Apr 04, 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 IRLUX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. IRLUX (846M). RWMFX pays higher dividends than IRLUX: RWMFX (1.53) vs IRLUX (0.38). IRLUX was incepted earlier than RWMFX: IRLUX (16 years) vs RWMFX (23 years). IRLUX (0.80) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. IRLUX (11.00). IRLUX has a lower initial minimum investment than RWMFX: IRLUX (0) vs RWMFX (250). IRLUX annual gain was more profitable for investors over the last year : 10.53 vs. RWMFX (2.19). IRLUX return over 5 years is better than : 113.45 vs. RWMFX (79.80).
| IRLUX | RWMFX | IRLUX / RWMFX | |
| Total Expense Ratio | 0.76 | 0.31 | 245% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -3.975 | 0.955 | -416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 188B | 0% |
| Annual Yield % from dividends | 0.38 | 1.53 | 25% |
| Returns for 1 year | 10.53 | 2.19 | 481% |
| Returns for 3 years | 24.49 | 8.51 | 288% |
| Returns for 5 years | 113.45 | 79.80 | 142% |
| Returns for 10 years | 180.50 | 59.99 | 301% |
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