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RMFEX vs WLCAX
RMFEX vs WLCAX Comparison
Open Charts RMFEX vs WLCAX
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets95.8B
Allspring Large Company Value A
Price$12.82
Change+$0.20 (+1.58%)
VolumeN/A
Net Assets223.4M
RMFEX vs WLCAX Comparison Chart
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RMFEX vs. WLCAX commentary
Apr 12, 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 RMFEX is a Hold and WLCAX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 95.8B vs. WLCAX (223M). RMFEX pays higher dividends than WLCAX: RMFEX (1.61) vs WLCAX (1.02). RMFEX was incepted earlier than WLCAX: RMFEX (23 years) vs WLCAX (17 years). WLCAX (0.96) is less costly to investors than RMFEX (0.62). WLCAX is a more actively managed with annual turnover of: 237.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than WLCAX: RMFEX (250) vs WLCAX (1000). RMFEX annual gain was more profitable for investors over the last year : 2.21 vs. WLCAX (-9.06). RMFEX return over 5 years is better than : 55.72 vs. WLCAX (19.48).
| RMFEX | WLCAX | RMFEX / WLCAX | |
| Total Expense Ratio | 0.62 | 0.82 | 76% |
| Annual Report Gross Expense Ratio | 0.62 | 0.96 | 65% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -2.593 | -4.167 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8B | 223M | 42,960% |
| Annual Yield % from dividends | 1.61 | 1.02 | 158% |
| Returns for 1 year | 2.21 | -9.06 | -24% |
| Returns for 3 years | 7.26 | 1.27 | 571% |
| Returns for 5 years | 55.72 | 19.48 | 286% |
| Returns for 10 years | 60.75 | -15.46 | -393% |
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