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PCAQX vs RWMFX
PCAQX vs RWMFX Comparison
Open Charts PCAQX vs RWMFX
Principal Capital Appreciation R5
Price$77.44
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 Assets186.07B
PCAQX vs RWMFX Comparison Chart
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PCAQX vs. RWMFX commentary
May 12, 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 PCAQX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. PCAQX (4.47B). RWMFX pays higher dividends than PCAQX: RWMFX (1.54) vs PCAQX (0.53). PCAQX was incepted earlier than RWMFX: PCAQX (15 years) vs RWMFX (23 years). PCAQX (0.68) is less costly to investors than RWMFX (0.31). PCAQX is a more actively managed with annual turnover of: 41.40 vs. RWMFX (31.00). PCAQX has a lower initial minimum investment than RWMFX: PCAQX (0) vs RWMFX (250). PCAQX annual gain was more profitable for investors over the last year : 2.86 vs. RWMFX (1.99). PCAQX return over 5 years is better than : 73.99 vs. RWMFX (55.37).
| PCAQX | RWMFX | PCAQX / RWMFX | |
| Total Expense Ratio | 0.68 | 0.31 | 219% |
| Annual Report Gross Expense Ratio | 0.68 | 0.31 | 219% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -4.724 | 0.547 | -863% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 186B | 2% |
| Annual Yield % from dividends | 0.53 | 1.54 | 35% |
| Returns for 1 year | 2.86 | 1.99 | 144% |
| Returns for 3 years | 43.35 | 17.60 | 246% |
| Returns for 5 years | 73.99 | 55.37 | 134% |
| Returns for 10 years | 41.17 | 58.57 | 70% |