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NUEIX vs RWMFX
NUEIX vs RWMFX Comparison
Open Charts NUEIX vs RWMFX
Northern US Quality ESG I
Price$20.21
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets491.92M
American Funds Washington Mutual R5
Price$61.79
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.91B
NUEIX vs RWMFX Comparison Chart
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NUEIX vs. RWMFX commentary
May 09, 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: 186B vs. NUEIX (492M). RWMFX pays higher dividends than NUEIX: RWMFX (1.54) vs NUEIX (1.02). 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 : 7.42 vs. RWMFX (2.84).
| 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 | -4.941 | 0.825 | -599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 186B | 0% |
| Annual Yield % from dividends | 1.02 | 1.54 | 66% |
| Returns for 1 year | 7.42 | 2.84 | 261% |
| Returns for 3 years | 34.47 | 18.23 | 189% |
| Returns for 5 years | N/A | 55.80 | - |
| Returns for 10 years | N/A | 58.62 | - |