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NBSRX vs RWMFX
NBSRX vs RWMFX Comparison
Open Charts NBSRX vs RWMFX
Neuberger Berman Sustainable Equity I
Price$51.10
Change+$0.17 (+0.33%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.36
Change+$0.40 (+0.62%)
VolumeN/A
CapitalizationN/A
NBSRX vs RWMFX Comparison Chart
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NBSRX vs. RWMFX commentary
Nov 23, 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 NBSRX is a Buy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. NBSRX (1.58B). RWMFX pays higher dividends than NBSRX: RWMFX (1.70) vs NBSRX (0.21). NBSRX was incepted earlier than RWMFX: NBSRX (31 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. NBSRX (20.00). RWMFX has a lower initial minimum investment than NBSRX: RWMFX (250) vs NBSRX (1000). NBSRX annual gain was more profitable for investors over the last year : 21.67 vs. RWMFX (19.12). RWMFX return over 5 years is better than : 41.91 vs. NBSRX (31.00).
| NBSRX | RWMFX | NBSRX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 26.503 | 15.693 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 193B | 1% |
| Annual Yield % from dividends | 0.21 | 1.70 | 12% |
| Returns for 1 year | 21.67 | 19.12 | 113% |
| Returns for 3 years | 1.09 | 13.14 | 8% |
| Returns for 5 years | 31.00 | 41.91 | 74% |
| Returns for 10 years | 36.79 | 60.13 | 61% |