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RWMEX vs USGRX
RWMEX vs USGRX Comparison
Open Charts RWMEX vs USGRX
American Funds Washington Mutual R4
Price$61.08
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets185.2B
RWMEX vs USGRX Comparison Chart
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RWMEX vs. USGRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 185B vs. USGRX (1.89B). RWMEX pays higher dividends than USGRX: RWMEX (1.27) vs USGRX (0.90). 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 : 2.34 vs. USGRX (-9.79). RWMEX return over 5 years is better than : 53.43 vs. USGRX (31.08).
| 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 | 0.326 | -3.566 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 1.89B | 9,804% |
| Annual Yield % from dividends | 1.27 | 0.90 | 141% |
| Returns for 1 year | 2.34 | -9.79 | -24% |
| Returns for 3 years | 13.64 | 5.67 | 240% |
| Returns for 5 years | 53.43 | 31.08 | 172% |
| Returns for 10 years | 55.19 | 9.33 | 591% |
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