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PCAOX vs RWMFX
PCAOX vs RWMFX Comparison
Open Charts PCAOX vs RWMFX
Principal Capital Appreciation R3
Price$75.53
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets4.47B
American Funds Washington Mutual R5
Price$61.62
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets186.59B
PCAOX vs RWMFX Comparison Chart
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PCAOX vs. RWMFX commentary
May 10, 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: 187B vs. PCAOX (4.47B). RWMFX pays higher dividends than PCAOX: RWMFX (1.54) vs PCAOX (0.30). 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). PCAOX annual gain was more profitable for investors over the last year : 2.53 vs. RWMFX (1.99). PCAOX return over 5 years is better than : 71.34 vs. RWMFX (55.37).
| 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 | -4.738 | 0.547 | -866% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 187B | 2% |
| Annual Yield % from dividends | 0.30 | 1.54 | 20% |
| Returns for 1 year | 2.53 | 1.99 | 127% |
| Returns for 3 years | 42.46 | 17.60 | 241% |
| Returns for 5 years | 71.34 | 55.37 | 129% |
| Returns for 10 years | 35.59 | 58.57 | 61% |