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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$65.64
Change+$0.24 (+0.37%)
VolumeN/A
Net Assets202.88B
Macquarie Core Equity Fund
Price$12.96
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.81B
RWEBX vs WTRCX Comparison Chart in %
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RWEBX vs. WTRCX commentary
Aug 29, 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 StrongBuy and WTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 203B vs. WTRCX (3.81B). RWEBX pays higher dividends than WTRCX: RWEBX (0.79) vs WTRCX (0.00). RWEBX was incepted earlier than WTRCX: RWEBX (11 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). RWEBX has a lower initial minimum investment than WTRCX: RWEBX (250) vs WTRCX (1000). RWEBX annual gain was more profitable for investors over the last year : 5.78 vs. WTRCX (-1.97). RWEBX return over 5 years is better than : 44.76 vs. WTRCX (-0.90).
| RWEBX | WTRCX | RWEBX / WTRCX | |
| Total Expense Ratio | 1.06 | 1.74 | 61% |
| Annual Report Gross Expense Ratio | 1.06 | 1.75 | 61% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.765 | 10.806 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 3.81B | 5,335% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 5.78 | -1.97 | -293% |
| Returns for 3 years | 28.82 | 0.93 | 3,114% |
| Returns for 5 years | 44.76 | -0.90 | -4,971% |
| Returns for 10 years | 77.37 | 7.33 | 1,055% |
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