RWMEX
Price
$65.59
Change
+$0.24 (+0.37%)
Updated
Aug 28 closing price
Net Assets
202.88B
WTRCX
Price
$12.96
Change
+$0.04 (+0.31%)
Updated
Aug 28 closing price
Net Assets
3.81B
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RWMEX vs WTRCX

Header iconRWMEX vs WTRCX Comparison
Open Charts RWMEX vs WTRCXBanner chart's image
American Funds Washington Mutual R4
Price$65.59
Change+$0.24 (+0.37%)
VolumeN/A
Net Assets202.88B
Macquarie Core Equity Fund
Price$12.96
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.81B
RWMEX vs WTRCX Comparison Chart in %
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RWMEX vs. WTRCX commentary
Aug 29, 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 StrongBuy and WTRCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 203B vs. WTRCX (3.81B). RWMEX pays higher dividends than WTRCX: RWMEX (1.20) vs WTRCX (0.00). RWMEX was incepted earlier than WTRCX: RWMEX (23 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). RWMEX has a lower initial minimum investment than WTRCX: RWMEX (250) vs WTRCX (1000). RWMEX annual gain was more profitable for investors over the last year : 6.23 vs. WTRCX (-1.97). RWMEX return over 5 years is better than : 47.00 vs. WTRCX (-0.90).
RWMEXWTRCXRWMEX / WTRCX
Total Expense Ratio0.601.7434%
Annual Report Gross Expense Ratio0.601.7534%
Fund Existence23 years33 years-
Gain YTD8.06510.80675%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets203B3.81B5,335%
Annual Yield % from dividends1.200.00-
Returns for 1 year6.23-1.97-316%
Returns for 3 years30.250.933,269%
Returns for 5 years47.00-0.90-5,220%
Returns for 10 years80.767.331,101%
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