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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$79.83
Change+$0.73 (+0.92%)
VolumeN/A
Net Assets4.67B
American Funds Washington Mutual R5
Price$64.97
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
Jun 07, 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: 195B vs. PCAOX (4.67B). RWMFX pays higher dividends than PCAOX: RWMFX (1.47) vs PCAOX (0.29). PCAOX was incepted earlier than RWMFX: PCAOX (15 years) vs RWMFX (23 years). PCAOX (0.99) 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 : 6.12 vs. PCAOX (5.17). PCAOX return over 5 years is better than : 65.28 vs. RWMFX (49.94).
| PCAOX | RWMFX | PCAOX / RWMFX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 0.99 | 0.31 | 319% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.328 | 6.014 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 195B | 2% |
| Annual Yield % from dividends | 0.29 | 1.47 | 20% |
| Returns for 1 year | 5.17 | 6.12 | 84% |
| Returns for 3 years | 41.75 | 18.81 | 222% |
| Returns for 5 years | 65.28 | 49.94 | 131% |
| Returns for 10 years | 42.52 | 69.11 | 62% |
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