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MSOAX vs RWMFX
MSOAX vs RWMFX Comparison
Open Charts MSOAX vs RWMFX
NYLI WMC Enduring Capital
Price$39.56
Change-$0.61 (-1.52%)
VolumeN/A
Net Assets534.56M
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
MSOAX vs RWMFX Comparison Chart
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MSOAX 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 MSOAX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. MSOAX (535M). RWMFX pays higher dividends than MSOAX: RWMFX (1.70) vs MSOAX (0.59). MSOAX was incepted earlier than RWMFX: MSOAX (27 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. MSOAX (17.00). RWMFX has a lower initial minimum investment than MSOAX: RWMFX (250) vs MSOAX (15000). MSOAX annual gain was more profitable for investors over the last year : 9.73 vs. RWMFX (8.20). MSOAX return over 5 years is better than : 56.70 vs. RWMFX (38.24).
| MSOAX | RWMFX | MSOAX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 4.051 | 4.242 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 196B | 0% |
| Annual Yield % from dividends | 0.59 | 1.70 | 35% |
| Returns for 1 year | 9.73 | 8.20 | 119% |
| Returns for 3 years | 27.59 | 18.09 | 153% |
| Returns for 5 years | 56.70 | 38.24 | 148% |
| Returns for 10 years | 99.54 | 61.66 | 161% |
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