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RWEBX vs USPFX
RWEBX vs USPFX Comparison
Open Charts RWEBX vs USPFX
American Funds Washington Mutual R2E
Price$65.77
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Union Street Partners Value Advisor
Price$32.87
Change-$0.18 (-0.54%)
VolumeN/A
Net Assets82.63M
RWEBX vs USPFX Comparison Chart in %
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RWEBX vs. USPFX commentary
Nov 20, 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 RWEBX is a Hold and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 204B vs. USPFX (82.6M). RWEBX pays higher dividends than USPFX: RWEBX (0.76) vs USPFX (0.16). RWEBX was incepted earlier than USPFX: RWEBX (11 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). RWEBX has a lower initial minimum investment than USPFX: RWEBX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 5.87 vs. RWEBX (3.78). USPFX return over 5 years is better than : 68.19 vs. RWEBX (40.82).
| RWEBX | USPFX | RWEBX / USPFX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.06 | 1.55 | 68% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 8.175 | 6.238 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 82.6M | 246,973% |
| Annual Yield % from dividends | 0.76 | 0.16 | 475% |
| Returns for 1 year | 3.78 | 5.87 | 64% |
| Returns for 3 years | 27.15 | 28.78 | 94% |
| Returns for 5 years | 40.82 | 68.19 | 60% |
| Returns for 10 years | 66.81 | N/A | - |
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