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NSBRX vs RWMFX
NSBRX vs RWMFX Comparison
Open Charts NSBRX vs RWMFX
Nuveen Dividend Growth I
Price$63.00
Change-$0.35 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
NSBRX vs RWMFX Comparison Chart
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NSBRX vs. RWMFX commentary
Dec 19, 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 NSBRX is a Hold and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. NSBRX (6.27B). RWMFX pays higher dividends than NSBRX: RWMFX (1.70) vs NSBRX (1.23). NSBRX was incepted earlier than RWMFX: NSBRX (19 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. NSBRX (17.00). RWMFX has a lower initial minimum investment than NSBRX: RWMFX (250) vs NSBRX (100000). RWMFX annual gain was more profitable for investors over the last year : 17.20 vs. NSBRX (14.83). NSBRX return over 5 years is better than : 51.94 vs. RWMFX (39.32).
| NSBRX | RWMFX | NSBRX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 14.217 | 16.419 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.27B | 196B | 3% |
| Annual Yield % from dividends | 1.23 | 1.70 | 72% |
| Returns for 1 year | 14.83 | 17.20 | 86% |
| Returns for 3 years | 18.07 | 15.87 | 114% |
| Returns for 5 years | 51.94 | 39.32 | 132% |
| Returns for 10 years | 92.04 | 69.07 | 133% |
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