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PCAQX vs RWMFX
PCAQX vs RWMFX Comparison
Open Charts PCAQX vs RWMFX
Principal Capital Appreciation R5
Price$85.16
Change+$0.09 (+0.11%)
VolumeN/A
Net Assets5.06B
American Funds Washington Mutual R5
Price$64.52
Change-$0.12 (-0.19%)
VolumeN/A
Net Assets201.64B
PCAQX vs RWMFX Comparison Chart in %
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PCAQX vs. RWMFX commentary
Jul 20, 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: 202B vs. PCAQX (5.06B). RWMFX pays higher dividends than PCAQX: RWMFX (1.48) vs PCAQX (0.49). 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 (29.00). 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 : 7.14 vs. RWMFX (6.60). PCAQX return over 5 years is better than : 72.44 vs. RWMFX (52.31).
| 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 | 4.774 | 5.674 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 202B | 3% |
| Annual Yield % from dividends | 0.49 | 1.48 | 33% |
| Returns for 1 year | 7.14 | 6.60 | 108% |
| Returns for 3 years | 58.63 | 30.38 | 193% |
| Returns for 5 years | 72.44 | 52.31 | 138% |
| Returns for 10 years | 52.59 | 67.75 | 78% |
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