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RWMEX vs USGRX
RWMEX vs USGRX Comparison
Open Charts RWMEX vs USGRX
American Funds Washington Mutual R4
Price$59.15
Change-$2.27 (-3.70%)
VolumeN/A
Net Assets187.67B
RWMEX vs USGRX Comparison Chart
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RWMEX vs. USGRX commentary
Apr 04, 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 RWMEX is a Buy and USGRX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 188B vs. USGRX (1.94B). RWMEX pays higher dividends than USGRX: RWMEX (1.26) vs USGRX (0.89). RWMEX was incepted earlier than USGRX: RWMEX (23 years) vs USGRX (32 years). USGRX (0.85) is less costly to investors than RWMEX (0.61). USGRX is a more actively managed with annual turnover of: 75.00 vs. RWMEX (31.00). RWMEX has a lower initial minimum investment than USGRX: RWMEX (250) vs USGRX (3000). RWMEX annual gain was more profitable for investors over the last year : 1.85 vs. USGRX (-9.19). RWMEX return over 5 years is better than : 77.82 vs. USGRX (58.84).
| RWMEX | USGRX | RWMEX / USGRX | |
| Total Expense Ratio | 0.61 | 0.85 | 72% |
| Annual Report Gross Expense Ratio | 0.61 | 0.85 | 72% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 0.884 | -1.779 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 1.94B | 9,681% |
| Annual Yield % from dividends | 1.26 | 0.89 | 142% |
| Returns for 1 year | 1.85 | -9.19 | -20% |
| Returns for 3 years | 7.69 | -2.55 | -301% |
| Returns for 5 years | 77.82 | 58.84 | 132% |
| Returns for 10 years | 57.84 | 14.10 | 410% |
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