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RWEBX vs WCEAX
RWEBX vs WCEAX Comparison
Open Charts RWEBX vs WCEAX
American Funds Washington Mutual R2E
Price$60.45
Change-$2.98 (-4.70%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$16.99
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
RWEBX vs WCEAX Comparison Chart
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RWEBX vs. WCEAX commentary
Dec 20, 2024
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 WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 189B vs. WCEAX (3.82B). RWEBX pays higher dividends than WCEAX: RWEBX (1.07) vs WCEAX (0.31). RWEBX was incepted earlier than WCEAX: RWEBX (10 years) vs WCEAX (24 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. RWEBX (30.00). RWEBX has a lower initial minimum investment than WCEAX: RWEBX (250) vs WCEAX (1000). WCEAX (12.58) and RWEBX (12.42) have marching annual gain over last year. RWEBX return over 5 years is better than : 36.48 vs. WCEAX (21.23).
| RWEBX | WCEAX | RWEBX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 12.278 | 12.506 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 3.82B | 4,946% |
| Annual Yield % from dividends | 1.07 | 0.31 | 342% |
| Returns for 1 year | 12.42 | 12.58 | 99% |
| Returns for 3 years | 10.83 | -8.25 | -131% |
| Returns for 5 years | 36.48 | 21.23 | 172% |
| Returns for 10 years | 59.59 | 23.72 | 251% |
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