Interact to see
Advertisement
Advertisement
RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$65.71
Change+$0.63 (+0.97%)
VolumeN/A
Net Assets202.17B
Macquarie Core Equity Fund
Price$12.96
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets3.68B
RWEBX vs WTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWEBX vs. WTRCX commentary
Nov 23, 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 WTRCX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 202B vs. WTRCX (3.68B). RWEBX pays higher dividends than WTRCX: RWEBX (0.76) vs WTRCX (0.00). RWEBX was incepted earlier than WTRCX: RWEBX (11 years) vs WTRCX (33 years). WTRCX (1.76) 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 : 2.72 vs. WTRCX (-8.02). RWEBX return over 5 years is better than : 40.69 vs. WTRCX (-2.97).
| RWEBX | WTRCX | RWEBX / WTRCX | |
| Total Expense Ratio | 1.06 | 1.74 | 61% |
| Annual Report Gross Expense Ratio | 1.06 | 1.76 | 60% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 8.076 | 11.149 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 3.68B | 5,489% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 2.72 | -8.02 | -34% |
| Returns for 3 years | 25.48 | -0.16 | -15,454% |
| Returns for 5 years | 40.69 | -2.97 | -1,369% |
| Returns for 10 years | 66.54 | 2.64 | 2,517% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HDRVX | 18.35 | 0.22 | +1.21% |
| Janus Henderson International Div N | |||
| FSPCX | 89.19 | N/A | N/A |
| Fidelity Select Insurance Port | |||
| IGFRX | 24.14 | N/A | N/A |
| Invesco EQV International Equity R6 | |||
| FIOOX | 17.84 | N/A | N/A |
| Fidelity Series Large Cap Value Index | |||
| VLPCX | 16.38 | N/A | N/A |
| Virtus Duff & Phelps Sel MLP & Engy C | |||