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IYCEX vs RWMFX
IYCEX vs RWMFX Comparison
Open Charts IYCEX vs RWMFX
Delaware Ivy Core Equity Fund
Price$16.74
Change-$0.48 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
IYCEX vs RWMFX Comparison Chart
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IYCEX vs. RWMFX 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 RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. IYCEX (3.93B). 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 : 17.20 vs. IYCEX (15.83). RWMFX return over 5 years is better than : 39.32 vs. IYCEX (23.11).
| 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 | 15.288 | 16.419 | 93% |
| 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 | 1.70 | - |
| Returns for 1 year | 15.83 | 17.20 | 92% |
| Returns for 3 years | -6.54 | 15.87 | -41% |
| Returns for 5 years | 23.11 | 39.32 | 59% |
| Returns for 10 years | 23.52 | 69.07 | 34% |
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