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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$65.29
Change-$0.51 (-0.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$12.02
Change-$0.08 (-0.66%)
VolumeN/A
CapitalizationN/A
RWEBX vs WTRCX Comparison Chart
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RWEBX vs. WTRCX commentary
Dec 18, 2024
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: 196B vs. WTRCX (3.96B). 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 : 16.31 vs. WTRCX (10.17). RWEBX return over 5 years is better than : 36.38 vs. WTRCX (3.10).
| 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 | 15.571 | 9.572 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.96B | 4,946% |
| Annual Yield % from dividends | 1.07 | 0.06 | 1,796% |
| Returns for 1 year | 16.31 | 10.17 | 160% |
| Returns for 3 years | 14.08 | -18.56 | -76% |
| Returns for 5 years | 36.38 | 3.10 | 1,174% |
| Returns for 10 years | 64.27 | -4.27 | -1,505% |