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PCAPX vs RWMFX
PCAPX vs RWMFX Comparison
Open Charts PCAPX vs RWMFX
Principal Capital Appreciation R4
Price$84.94
Change-$1.23 (-1.43%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
PCAPX vs RWMFX Comparison Chart
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PCAPX vs. RWMFX commentary
Nov 18, 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 PCAPX is a StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. PCAPX (4.81B). RWMFX pays higher dividends than PCAPX: RWMFX (1.70) vs PCAPX (0.59). PCAPX was incepted earlier than RWMFX: PCAPX (15 years) vs RWMFX (23 years). PCAPX is a more actively managed with annual turnover of: 48.20 vs. RWMFX (30.00). PCAPX has a lower initial minimum investment than RWMFX: PCAPX (0) vs RWMFX (250). PCAPX annual gain was more profitable for investors over the last year : 33.75 vs. RWMFX (18.45). PCAPX return over 5 years is better than : 66.74 vs. RWMFX (39.08).
| PCAPX | RWMFX | PCAPX / 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 | 25.893 | 13.710 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 191B | 3% |
| Annual Yield % from dividends | 0.59 | 1.70 | 35% |
| Returns for 1 year | 33.75 | 18.45 | 183% |
| Returns for 3 years | 20.75 | 10.88 | 191% |
| Returns for 5 years | 66.74 | 39.08 | 171% |
| Returns for 10 years | 53.12 | 58.37 | 91% |
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