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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$81.40
Change+$0.76 (+0.94%)
VolumeN/A
Net Assets4.92B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
Jan 19, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. PCAOX (4.92B). 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 : 21.94 vs. RWMFX (12.39). PCAOX return over 5 years is better than : 62.41 vs. RWMFX (35.03).
| 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 | 2.571 | 2.340 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 193B | 3% |
| Annual Yield % from dividends | 0.50 | 1.70 | 30% |
| Returns for 1 year | 21.94 | 12.39 | 177% |
| Returns for 3 years | 34.34 | 11.20 | 307% |
| Returns for 5 years | 62.41 | 35.03 | 178% |
| Returns for 10 years | 53.58 | 65.23 | 82% |
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