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NSBRX vs RWMFX
NSBRX vs RWMFX Comparison
Open Charts NSBRX vs RWMFX
Nuveen Dividend Growth I
Price$56.75
Change-$1.47 (-2.52%)
VolumeN/A
Net Assets5.84B
American Funds Washington Mutual R5
Price$58.07
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
NSBRX vs RWMFX Comparison Chart
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NSBRX 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 NSBRX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 181B vs. NSBRX (5.84B). RWMFX pays higher dividends than NSBRX: RWMFX (1.53) vs NSBRX (1.14). NSBRX was incepted earlier than RWMFX: NSBRX (19 years) vs RWMFX (23 years). NSBRX (0.67) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. NSBRX (11.00). RWMFX has a lower initial minimum investment than NSBRX: RWMFX (250) vs NSBRX (100000). NSBRX annual gain was more profitable for investors over the last year : 3.07 vs. RWMFX (-0.11). NSBRX return over 5 years is better than : 60.29 vs. RWMFX (56.08).
| NSBRX | RWMFX | NSBRX / RWMFX | |
| Total Expense Ratio | 0.67 | 0.31 | 216% |
| Annual Report Gross Expense Ratio | 0.67 | 0.31 | 216% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -4.720 | -2.504 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 181B | 3% |
| Annual Yield % from dividends | 1.14 | 1.53 | 74% |
| Returns for 1 year | 3.07 | -0.11 | -2,745% |
| Returns for 3 years | 12.11 | 6.24 | 194% |
| Returns for 5 years | 60.29 | 56.08 | 108% |
| Returns for 10 years | 75.68 | 54.24 | 140% |
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