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IYCEX vs RWMFX
IYCEX vs RWMFX Comparison
Open Charts IYCEX vs RWMFX
Macquarie Core Equity Fund
Price$17.16
Change-$0.33 (-1.89%)
VolumeN/A
Net Assets3.86B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
IYCEX vs RWMFX Comparison Chart
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IYCEX vs. RWMFX commentary
Feb 23, 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 IYCEX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. IYCEX (3.86B). RWMFX pays higher dividends than IYCEX: RWMFX (1.70) vs IYCEX (0.00). IYCEX was incepted earlier than RWMFX: IYCEX (12 years) vs RWMFX (23 years). IYCEX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (30.00). IYCEX has a lower initial minimum investment than RWMFX: IYCEX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 8.20 vs. IYCEX (6.28). RWMFX return over 5 years is better than : 38.24 vs. IYCEX (17.66).
| IYCEX | RWMFX | IYCEX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.632 | 4.242 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 196B | 2% |
| Annual Yield % from dividends | 0.00 | 1.70 | - |
| Returns for 1 year | 6.28 | 8.20 | 77% |
| Returns for 3 years | 0.07 | 18.09 | 0% |
| Returns for 5 years | 17.66 | 38.24 | 46% |
| Returns for 10 years | 20.02 | 61.66 | 32% |
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