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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$59.38
Change+$4.26 (+7.73%)
VolumeN/A
Net Assets167.99B
Macquarie Core Equity Fund
Price$11.00
Change+$0.83 (+8.16%)
VolumeN/A
Net Assets3.22B
RWEBX vs WTRCX Comparison Chart
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RWEBX vs. WTRCX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 168B vs. WTRCX (3.22B). RWEBX pays higher dividends than WTRCX: RWEBX (0.83) 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). WTRCX is a more actively managed with annual turnover of: 35.00 vs. RWEBX (31.00). 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 : -8.93 vs. WTRCX (-16.91). RWEBX return over 5 years is better than : 41.18 vs. WTRCX (-1.64).
| 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 | -9.687 | -12.779 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 3.22B | 5,224% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -8.93 | -16.91 | 53% |
| Returns for 3 years | -4.32 | -27.62 | 16% |
| Returns for 5 years | 41.18 | -1.64 | -2,505% |
| Returns for 10 years | 38.06 | -21.44 | -178% |
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