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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$63.69
Change-$0.87 (-1.35%)
VolumeN/A
Net Assets196.11B
Macquarie Core Equity Fund
Price$11.96
Change-$0.23 (-1.89%)
VolumeN/A
Net Assets3.86B
RWEBX vs WTRCX Comparison Chart
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RWEBX vs. WTRCX commentary
Feb 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 Buy and WTRCX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 196B vs. WTRCX (3.86B). RWEBX pays higher dividends than WTRCX: RWEBX (1.07) vs WTRCX (0.06). RWEBX was incepted earlier than WTRCX: RWEBX (10 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 vs. RWEBX (30.00). 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 : 7.35 vs. WTRCX (1.01). RWEBX return over 5 years is better than : 35.06 vs. WTRCX (-1.63).
| RWEBX | WTRCX | RWEBX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 4.137 | 2.573 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.86B | 5,076% |
| Annual Yield % from dividends | 1.07 | 0.06 | 1,796% |
| Returns for 1 year | 7.35 | 1.01 | 725% |
| Returns for 3 years | 16.22 | -12.83 | -126% |
| Returns for 5 years | 35.06 | -1.63 | -2,150% |
| Returns for 10 years | 56.92 | -7.04 | -809% |
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