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RFNCX vs RWMFX
RFNCX vs RWMFX Comparison
Open Charts RFNCX vs RWMFX
American Funds Fundamental Invs R3
Price$82.96
Change-$1.63 (-1.93%)
VolumeN/A
Net Assets144.16B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
RFNCX vs RWMFX Comparison Chart
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RFNCX 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 RFNCX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. RFNCX (144B). RWMFX pays higher dividends than RFNCX: RWMFX (1.70) vs RFNCX (0.74). RFNCX was incepted earlier than RWMFX: RFNCX (23 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. RFNCX (28.00). RFNCX (250) and RWMFX (250) have matching initial minimum investment requirements. RFNCX annual gain was more profitable for investors over the last year : 9.93 vs. RWMFX (8.20). RWMFX return over 5 years is better than : 38.24 vs. RFNCX (33.90).
| RFNCX | RWMFX | RFNCX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.133 | 4.242 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 196B | 73% |
| Annual Yield % from dividends | 0.74 | 1.70 | 43% |
| Returns for 1 year | 9.93 | 8.20 | 121% |
| Returns for 3 years | 22.30 | 18.09 | 123% |
| Returns for 5 years | 33.90 | 38.24 | 89% |
| Returns for 10 years | 57.69 | 61.66 | 94% |
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