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RWMEX vs WCEAX
RWMEX vs WCEAX Comparison
Open Charts RWMEX vs WCEAX
American Funds Washington Mutual R4
Price$60.36
Change-$3.05 (-4.81%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$16.99
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
RWMEX vs WCEAX Comparison Chart
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RWMEX vs. WCEAX commentary
Dec 20, 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 RWMEX is a Hold and WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 189B vs. WCEAX (3.82B). RWMEX pays higher dividends than WCEAX: RWMEX (1.45) vs WCEAX (0.31). RWMEX was incepted earlier than WCEAX: RWMEX (23 years) vs WCEAX (24 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. RWMEX (30.00). RWMEX has a lower initial minimum investment than WCEAX: RWMEX (250) vs WCEAX (1000). RWMEX (12.91) and WCEAX (12.58) have marching annual gain over last year. RWMEX return over 5 years is better than : 38.27 vs. WCEAX (21.23).
| RWMEX | WCEAX | RWMEX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 12.754 | 12.506 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 3.82B | 4,946% |
| Annual Yield % from dividends | 1.45 | 0.31 | 468% |
| Returns for 1 year | 12.91 | 12.58 | 103% |
| Returns for 3 years | 11.81 | -8.25 | -143% |
| Returns for 5 years | 38.27 | 21.23 | 180% |
| Returns for 10 years | 62.24 | 23.72 | 262% |