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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$80.45
Change-$1.66 (-2.02%)
VolumeN/A
Net Assets4.84B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
Feb 23, 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: 196B vs. PCAOX (4.84B). RWMFX pays higher dividends than PCAOX: RWMFX (1.70) vs PCAOX (0.50). PCAOX was incepted earlier than RWMFX: PCAOX (15 years) vs RWMFX (23 years). PCAOX is a more actively managed with annual turnover of: 48.20 vs. RWMFX (30.00). PCAOX has a lower initial minimum investment than RWMFX: PCAOX (0) vs RWMFX (250). PCAOX annual gain was more profitable for investors over the last year : 13.02 vs. RWMFX (8.20). PCAOX return over 5 years is better than : 61.75 vs. RWMFX (38.24).
| PCAOX | RWMFX | PCAOX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.373 | 4.242 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 196B | 2% |
| Annual Yield % from dividends | 0.50 | 1.70 | 30% |
| Returns for 1 year | 13.02 | 8.20 | 159% |
| Returns for 3 years | 41.50 | 18.09 | 229% |
| Returns for 5 years | 61.75 | 38.24 | 161% |
| Returns for 10 years | 43.71 | 61.66 | 71% |
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