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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$62.57
Change+$0.49 (+0.79%)
VolumeN/A
Net Assets193.4B
Macquarie Core Equity Fund
Price$12.04
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets3.93B
RWEBX vs WTRCX Comparison Chart
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RWEBX vs. WTRCX commentary
Jan 19, 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: 193B vs. WTRCX (3.93B). 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 : 11.50 vs. WTRCX (9.55). RWEBX return over 5 years is better than : 31.93 vs. WTRCX (-0.97).
| 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 | 2.305 | 3.259 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 3.93B | 4,915% |
| Annual Yield % from dividends | 1.07 | 0.06 | 1,796% |
| Returns for 1 year | 11.50 | 9.55 | 120% |
| Returns for 3 years | 9.44 | -15.63 | -60% |
| Returns for 5 years | 31.93 | -0.97 | -3,283% |
| Returns for 10 years | 60.42 | -0.80 | -7,552% |
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