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PCAQX vs RWMFX
PCAQX vs RWMFX Comparison
Open Charts PCAQX vs RWMFX
Principal Capital Appreciation R5
Price$82.43
Change-$1.70 (-2.02%)
VolumeN/A
Net Assets4.84B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
PCAQX vs RWMFX Comparison Chart
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PCAQX vs. RWMFX commentary
Feb 23, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. PCAQX (4.84B). RWMFX pays higher dividends than PCAQX: RWMFX (1.70) vs PCAQX (0.68). PCAQX was incepted earlier than RWMFX: PCAQX (15 years) vs RWMFX (23 years). PCAQX is a more actively managed with annual turnover of: 48.20 vs. RWMFX (30.00). 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 : 13.50 vs. RWMFX (8.20). PCAQX return over 5 years is better than : 64.38 vs. RWMFX (38.24).
| PCAQX | RWMFX | PCAQX / 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 | 1.415 | 4.242 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 196B | 2% |
| Annual Yield % from dividends | 0.68 | 1.70 | 40% |
| Returns for 1 year | 13.50 | 8.20 | 165% |
| Returns for 3 years | 42.51 | 18.09 | 235% |
| Returns for 5 years | 64.38 | 38.24 | 168% |
| Returns for 10 years | 49.74 | 61.66 | 81% |
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