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PCAQX vs RWMFX
PCAQX vs RWMFX Comparison
Open Charts PCAQX vs RWMFX
Principal Capital Appreciation R5
Price$74.68
Change+$6.02 (+8.77%)
VolumeN/A
Net Assets4.32B
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
PCAQX vs RWMFX Comparison Chart
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PCAQX vs. RWMFX commentary
Apr 11, 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: 168B vs. PCAQX (4.32B). RWMFX pays higher dividends than PCAQX: RWMFX (1.53) vs PCAQX (0.53). PCAQX was incepted earlier than RWMFX: PCAQX (15 years) vs RWMFX (23 years). PCAQX (0.70) 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). RWMFX (-8.19) and PCAQX (-8.59) have marching annual gain over last year. PCAQX return over 5 years is better than : 61.85 vs. RWMFX (44.88).
| PCAQX | RWMFX | PCAQX / RWMFX | |
| Total Expense Ratio | 0.70 | 0.31 | 226% |
| Annual Report Gross Expense Ratio | 0.70 | 0.31 | 226% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -15.527 | -9.504 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 168B | 3% |
| Annual Yield % from dividends | 0.53 | 1.53 | 35% |
| Returns for 1 year | -8.59 | -8.19 | 105% |
| Returns for 3 years | 12.92 | -2.62 | -493% |
| Returns for 5 years | 61.85 | 44.88 | 138% |
| Returns for 10 years | 24.75 | 42.44 | 58% |
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