Ad is loading...
NUEIX vs RWMFX
NUEIX vs RWMFX Comparison
Open Charts NUEIX vs RWMFX
Northern US Quality ESG I
Price$19.37
Change+$1.65 (+9.31%)
VolumeN/A
Net Assets477.18M
American Funds Washington Mutual R5
Price$58.07
Change-$1.68 (-2.81%)
VolumeN/A
Net Assets180.96B
NUEIX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NUEIX 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 NUEIX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 181B vs. NUEIX (477M). RWMFX pays higher dividends than NUEIX: RWMFX (1.53) vs NUEIX (1.01). NUEIX was incepted earlier than RWMFX: NUEIX (5 years) vs RWMFX (23 years). NUEIX (0.54) is less costly to investors than RWMFX (0.31). NUEIX is a more actively managed with annual turnover of: 36.53 vs. RWMFX (31.00). NUEIX has a lower initial minimum investment than RWMFX: NUEIX (0) vs RWMFX (250). NUEIX annual gain was more profitable for investors over the last year : -6.35 vs. RWMFX (-8.19).
| NUEIX | RWMFX | NUEIX / RWMFX | |
| Total Expense Ratio | 0.49 | 0.31 | 158% |
| Annual Report Gross Expense Ratio | 0.54 | 0.31 | 174% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -15.988 | -9.504 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 181B | 0% |
| Annual Yield % from dividends | 1.01 | 1.53 | 66% |
| Returns for 1 year | -6.35 | -8.19 | 78% |
| Returns for 3 years | 7.57 | -2.62 | -289% |
| Returns for 5 years | N/A | 44.88 | - |
| Returns for 10 years | N/A | 42.44 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...