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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$82.43
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets5.02B
American Funds Washington Mutual R5
Price$64.45
Change+$0.25 (+0.39%)
VolumeN/A
Net Assets200.69B
PCAOX vs RWMFX Comparison Chart in %
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PCAOX vs. RWMFX commentary
Jul 17, 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: 201B vs. PCAOX (5.02B). RWMFX pays higher dividends than PCAOX: RWMFX (1.48) vs PCAOX (0.28). 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 (29.00). 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 : 4.71 vs. PCAOX (3.21). PCAOX return over 5 years is better than : 68.19 vs. RWMFX (52.14).
| 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 | 3.679 | 5.559 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 201B | 2% |
| Annual Yield % from dividends | 0.28 | 1.48 | 19% |
| Returns for 1 year | 3.21 | 4.71 | 68% |
| Returns for 3 years | 59.10 | 32.47 | 182% |
| Returns for 5 years | 68.19 | 52.14 | 131% |
| Returns for 10 years | 44.53 | 66.80 | 67% |
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