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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$64.15
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
Macquarie Core Equity Fund
Price$12.70
Change+$0.13 (+1.03%)
VolumeN/A
Net Assets3.95B
RWEBX vs WTRCX Comparison Chart in %
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RWEBX vs. WTRCX commentary
Jul 06, 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: 202B vs. WTRCX (3.96B). RWEBX pays higher dividends than WTRCX: RWEBX (0.80) 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: 31.00 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 : 7.02 vs. WTRCX (-1.17). RWEBX return over 5 years is better than : 52.48 vs. WTRCX (9.31).
| 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 | 5.319 | 8.919 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 3.96B | 5,107% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 7.02 | -1.17 | -601% |
| Returns for 3 years | 29.59 | 4.25 | 696% |
| Returns for 5 years | 52.48 | 9.31 | 564% |
| Returns for 10 years | 65.56 | 0.51 | 12,976% |
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