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RWMEX vs WCEAX
RWMEX vs WCEAX Comparison
Open Charts RWMEX vs WCEAX
American Funds Washington Mutual R4
Price$64.96
Change-$0.43 (-0.66%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$19.80
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
RWMEX vs WCEAX Comparison Chart
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RWMEX vs. WCEAX commentary
Nov 13, 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 StrongBuy and WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. WCEAX (4.05B). 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). WCEAX annual gain was more profitable for investors over the last year : 27.29 vs. RWMEX (23.21). RWMEX return over 5 years is better than : 42.61 vs. WCEAX (33.44).
| 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 | 16.275 | 31.028 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 4.05B | 4,837% |
| Annual Yield % from dividends | 1.45 | 0.31 | 468% |
| Returns for 1 year | 23.21 | 27.29 | 85% |
| Returns for 3 years | 13.01 | -7.30 | -178% |
| Returns for 5 years | 42.61 | 33.44 | 127% |
| Returns for 10 years | 60.95 | 35.27 | 173% |