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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$64.49
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets194.6B
Macquarie Core Equity Fund
Price$12.14
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets3.8B
RWEBX vs WTRCX Comparison Chart
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RWEBX vs. WTRCX commentary
Jun 07, 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 Buy and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 195B vs. WTRCX (3.8B). RWEBX pays higher dividends than WTRCX: RWEBX (0.80) 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). WTRCX is a more actively managed with annual turnover of: 35.00 vs. RWEBX (31.00). 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 : 5.28 vs. WTRCX (-3.27). RWEBX return over 5 years is better than : 46.08 vs. WTRCX (2.12).
| 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 | 5.665 | 4.117 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 3.8B | 5,136% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 5.28 | -3.27 | -162% |
| Returns for 3 years | 16.71 | -8.39 | -199% |
| Returns for 5 years | 46.08 | 2.12 | 2,178% |
| Returns for 10 years | 63.82 | -4.23 | -1,509% |
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