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PCAQX vs RWMFX
PCAQX vs RWMFX Comparison
Open Charts PCAQX vs RWMFX
Principal Capital Appreciation R5
Price$83.85
Change+$0.48 (+0.58%)
VolumeN/A
Net Assets5B
American Funds Washington Mutual R5
Price$63.45
Change+$0.27 (+0.43%)
VolumeN/A
Net Assets197.99B
PCAQX vs RWMFX Comparison Chart in %
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PCAQX vs. RWMFX commentary
Jun 28, 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: 198B vs. PCAQX (5.01B). RWMFX pays higher dividends than PCAQX: RWMFX (1.47) vs PCAQX (0.51). 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). RWMFX annual gain was more profitable for investors over the last year : 6.85 vs. PCAQX (5.59). PCAQX return over 5 years is better than : 81.24 vs. RWMFX (59.15).
| 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 | 2.571 | 3.921 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 198B | 3% |
| Annual Yield % from dividends | 0.51 | 1.47 | 34% |
| Returns for 1 year | 5.59 | 6.85 | 82% |
| Returns for 3 years | 59.22 | 30.03 | 197% |
| Returns for 5 years | 81.24 | 59.15 | 137% |
| Returns for 10 years | 52.64 | 68.71 | 77% |
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