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IWEDX vs RWMHX
IWEDX vs RWMHX Comparison
Open Charts IWEDX vs RWMHX
Voya Large Cap Value W
Price$14.04
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets793.06M
American Funds Washington Mutual R5E
Price$65.89
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
IWEDX vs RWMHX Comparison Chart in %
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IWEDX vs. RWMHX commentary
Nov 20, 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 IWEDX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. IWEDX (793M). RWMHX pays higher dividends than IWEDX: RWMHX (1.33) vs IWEDX (1.01). IWEDX was incepted earlier than RWMHX: IWEDX (16 years) vs RWMHX (10 years). IWEDX (0.86) is less costly to investors than RWMHX (0.41). IWEDX is a more actively managed with annual turnover of: 100.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than IWEDX: RWMHX (250) vs IWEDX (1000). RWMHX annual gain was more profitable for investors over the last year : 3.91 vs. IWEDX (-5.68). RWMHX return over 5 years is better than : 43.18 vs. IWEDX (19.97).
| IWEDX | RWMHX | IWEDX / RWMHX | |
| Total Expense Ratio | 0.85 | 0.41 | 207% |
| Annual Report Gross Expense Ratio | 0.86 | 0.41 | 210% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 8.967 | 8.429 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 793M | 204B | 0% |
| Annual Yield % from dividends | 1.01 | 1.33 | 76% |
| Returns for 1 year | -5.68 | 3.91 | -145% |
| Returns for 3 years | 11.26 | 29.08 | 39% |
| Returns for 5 years | 19.97 | 43.18 | 46% |
| Returns for 10 years | 30.70 | 71.17 | 43% |
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