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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$66.24
Change-$0.17 (-0.26%)
VolumeN/A
Net Assets207.44B
Macquarie Core Equity Fund
Price$13.25
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.91B
RWEBX vs WTRCX Comparison Chart in %
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RWEBX vs. WTRCX commentary
Sep 18, 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: 207B vs. WTRCX (3.91B). RWEBX pays higher dividends than WTRCX: RWEBX (0.78) 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 : 6.29 vs. WTRCX (-0.15). RWEBX return over 5 years is better than : 50.19 vs. WTRCX (6.18).
| 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 | 8.948 | 13.722 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 3.91B | 5,294% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 6.29 | -0.15 | -4,177% |
| Returns for 3 years | 34.62 | 7.01 | 494% |
| Returns for 5 years | 50.19 | 6.18 | 812% |
| Returns for 10 years | 81.82 | 10.89 | 751% |
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