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PBFDX vs RWMFX
PBFDX vs RWMFX Comparison
Open Charts PBFDX vs RWMFX
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
PBFDX vs RWMFX Comparison Chart
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PBFDX 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 PBFDX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. PBFDX (297M). RWMFX pays higher dividends than PBFDX: RWMFX (1.70) vs PBFDX (0.54). PBFDX was incepted earlier than RWMFX: PBFDX (33 years) vs RWMFX (23 years). PBFDX is a more actively managed with annual turnover of: 51.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than PBFDX: RWMFX (250) vs PBFDX (2000). RWMFX annual gain was more profitable for investors over the last year : 17.20 vs. PBFDX (13.80). PBFDX return over 5 years is better than : 51.66 vs. RWMFX (39.32).
| PBFDX | RWMFX | PBFDX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 13.496 | 16.419 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 195B | 0% |
| Annual Yield % from dividends | 0.54 | 1.70 | 32% |
| Returns for 1 year | 13.80 | 17.20 | 80% |
| Returns for 3 years | 19.14 | 15.87 | 121% |
| Returns for 5 years | 51.66 | 39.32 | 131% |
| Returns for 10 years | 130.33 | 69.07 | 189% |
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