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RFNCX vs RWMFX
RFNCX vs RWMFX Comparison
Open Charts RFNCX vs RWMFX
American Funds Fundamental Invs R3
Price$83.08
Change+$0.86 (+1.05%)
VolumeN/A
Net Assets145.02B
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
RFNCX vs RWMFX Comparison Chart
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RFNCX vs. RWMFX commentary
Jan 19, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. RFNCX (145B). 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 : 18.02 vs. RWMFX (12.39). RWMFX (35.03) and RFNCX (34.24) have equivalent 5 years return.
| 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 | 3.282 | 2.340 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 193B | 75% |
| Annual Yield % from dividends | 0.74 | 1.70 | 43% |
| Returns for 1 year | 18.02 | 12.39 | 145% |
| Returns for 3 years | 16.61 | 11.20 | 148% |
| Returns for 5 years | 34.24 | 35.03 | 98% |
| Returns for 10 years | 67.05 | 65.23 | 103% |
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