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IYCEX vs RWMFX
IYCEX vs RWMFX Comparison
Open Charts IYCEX vs RWMFX
Macquarie Core Equity Fund
Price$17.26
Change+$0.16 (+0.94%)
VolumeN/A
Net Assets3.93B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
IYCEX vs RWMFX Comparison Chart
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IYCEX vs. RWMFX commentary
Jan 19, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B 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). IYCEX annual gain was more profitable for investors over the last year : 15.25 vs. RWMFX (12.39). RWMFX return over 5 years is better than : 35.03 vs. IYCEX (18.35).
| 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 | 3.230 | 2.340 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 193B | 2% |
| Annual Yield % from dividends | 0.00 | 1.70 | - |
| Returns for 1 year | 15.25 | 12.39 | 123% |
| Returns for 3 years | -3.12 | 11.20 | -28% |
| Returns for 5 years | 18.35 | 35.03 | 52% |
| Returns for 10 years | 27.99 | 65.23 | 43% |
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