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IYCEX vs RWMEX
IYCEX vs RWMEX Comparison
Open Charts IYCEX vs RWMEX
Delaware Ivy Core Equity Fund
Price$19.02
Change-$0.25 (-1.30%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$63.76
Change-$0.73 (-1.13%)
VolumeN/A
CapitalizationN/A
IYCEX vs RWMEX Comparison Chart
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IYCEX vs. RWMEX commentary
Nov 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 IYCEX is a Sell and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 191B vs. IYCEX (3.94B). RWMEX pays higher dividends than IYCEX: RWMEX (1.45) vs IYCEX (0.00). IYCEX was incepted earlier than RWMEX: IYCEX (12 years) vs RWMEX (23 years). IYCEX is a more actively managed with annual turnover of: 37.00 vs. RWMEX (30.00). IYCEX has a lower initial minimum investment than RWMEX: IYCEX (0) vs RWMEX (250). IYCEX annual gain was more profitable for investors over the last year : 20.99 vs. RWMEX (18.03). RWMEX return over 5 years is better than : 37.76 vs. IYCEX (26.85).
| IYCEX | RWMEX | IYCEX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 27.309 | 13.377 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 191B | 2% |
| Annual Yield % from dividends | 0.00 | 1.45 | - |
| Returns for 1 year | 20.99 | 18.03 | 116% |
| Returns for 3 years | -10.69 | 10.11 | -106% |
| Returns for 5 years | 26.85 | 37.76 | 71% |
| Returns for 10 years | 27.35 | 56.39 | 49% |
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