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IYCEX vs RWMEX
IYCEX vs RWMEX Comparison
Open Charts IYCEX vs RWMEX
Delaware Ivy Core Equity Fund
Price$16.74
Change-$0.48 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$63.41
Change-$1.86 (-2.85%)
VolumeN/A
CapitalizationN/A
IYCEX vs RWMEX Comparison Chart
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IYCEX vs. RWMEX commentary
Dec 19, 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 StrongBuy and RWMEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. IYCEX (3.93B). 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). RWMEX annual gain was more profitable for investors over the last year : 16.82 vs. IYCEX (15.83). RWMEX return over 5 years is better than : 37.99 vs. IYCEX (23.11).
| 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 | 15.288 | 16.062 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 195B | 2% |
| Annual Yield % from dividends | 0.00 | 1.45 | - |
| Returns for 1 year | 15.83 | 16.82 | 94% |
| Returns for 3 years | -6.54 | 15.09 | -43% |
| Returns for 5 years | 23.11 | 37.99 | 61% |
| Returns for 10 years | 23.52 | 67.00 | 35% |
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