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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$72.08
Change+$1.35 (+1.91%)
VolumeN/A
Net Assets4.2B
American Funds Washington Mutual R5
Price$59.09
Change+$1.02 (+1.76%)
VolumeN/A
Net Assets175.84B
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
Apr 12, 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 PCAOX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 176B vs. PCAOX (4.2B). RWMFX pays higher dividends than PCAOX: RWMFX (1.53) vs PCAOX (0.30). PCAOX was incepted earlier than RWMFX: PCAOX (15 years) vs RWMFX (23 years). PCAOX (1.01) is less costly to investors than RWMFX (0.31). PCAOX is a more actively managed with annual turnover of: 41.40 vs. RWMFX (31.00). PCAOX has a lower initial minimum investment than RWMFX: PCAOX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : -1.62 vs. PCAOX (-3.80). PCAOX return over 5 years is better than : 68.17 vs. RWMFX (54.36).
| PCAOX | RWMFX | PCAOX / RWMFX | |
| Total Expense Ratio | 1.01 | 0.31 | 326% |
| Annual Report Gross Expense Ratio | 1.01 | 0.31 | 326% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -10.874 | -3.581 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 176B | 2% |
| Annual Yield % from dividends | 0.30 | 1.53 | 20% |
| Returns for 1 year | -3.80 | -1.62 | 235% |
| Returns for 3 years | 20.85 | 5.35 | 389% |
| Returns for 5 years | 68.17 | 54.36 | 125% |
| Returns for 10 years | 26.71 | 52.10 | 51% |
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