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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$83.44
Change-$2.61 (-3.03%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
Dec 19, 2024
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 StrongBuy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. PCAOX (4.93B). 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 : 29.52 vs. RWMFX (13.29). PCAOX return over 5 years is better than : 76.88 vs. RWMFX (39.67).
| 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 | 29.535 | 13.109 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 195B | 3% |
| Annual Yield % from dividends | 0.50 | 1.70 | 30% |
| Returns for 1 year | 29.52 | 13.29 | 222% |
| Returns for 3 years | 26.26 | 12.57 | 209% |
| Returns for 5 years | 76.88 | 39.67 | 194% |
| Returns for 10 years | 58.51 | 64.27 | 91% |
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