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MSOAX vs RWMFX
MSOAX vs RWMFX Comparison
Open Charts MSOAX vs RWMFX
NYLI WMC Enduring Capital
Price$38.62
Change+$2.56 (+7.10%)
VolumeN/A
Net Assets473.73M
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
MSOAX vs RWMFX Comparison Chart
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MSOAX vs. RWMFX commentary
Apr 11, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. MSOAX (474M). RWMFX pays higher dividends than MSOAX: RWMFX (1.53) vs MSOAX (0.25). MSOAX was incepted earlier than RWMFX: MSOAX (27 years) vs RWMFX (23 years). MSOAX (0.94) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. MSOAX (7.00). 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 : -2.93 vs. RWMFX (-8.19). MSOAX return over 5 years is better than : 72.12 vs. RWMFX (44.88).
| MSOAX | RWMFX | MSOAX / RWMFX | |
| Total Expense Ratio | 0.94 | 0.31 | 303% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -5.155 | -9.504 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 250 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 168B | 0% |
| Annual Yield % from dividends | 0.25 | 1.53 | 17% |
| Returns for 1 year | -2.93 | -8.19 | 36% |
| Returns for 3 years | 9.73 | -2.62 | -372% |
| Returns for 5 years | 72.12 | 44.88 | 161% |
| Returns for 10 years | 82.96 | 42.44 | 195% |
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