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RWMEX vs WTRCX
RWMEX vs WTRCX Comparison
Open Charts RWMEX vs WTRCX
American Funds Washington Mutual R4
Price$63.64
Change-$0.88 (-1.36%)
VolumeN/A
Net Assets196.11B
Macquarie Core Equity Fund
Price$11.96
Change-$0.23 (-1.89%)
VolumeN/A
Net Assets3.86B
RWMEX vs WTRCX Comparison Chart
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RWMEX vs. WTRCX commentary
Feb 23, 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 WTRCX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. WTRCX (3.86B). RWMEX pays higher dividends than WTRCX: RWMEX (1.45) vs WTRCX (0.06). RWMEX was incepted earlier than WTRCX: RWMEX (23 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 vs. RWMEX (30.00). 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 : 7.81 vs. WTRCX (1.01). RWMEX return over 5 years is better than : 36.81 vs. WTRCX (-1.63).
| RWMEX | WTRCX | RWMEX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 4.191 | 2.573 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.86B | 5,076% |
| Annual Yield % from dividends | 1.45 | 0.06 | 2,453% |
| Returns for 1 year | 7.81 | 1.01 | 770% |
| Returns for 3 years | 17.24 | -12.83 | -134% |
| Returns for 5 years | 36.81 | -1.63 | -2,258% |
| Returns for 10 years | 59.59 | -7.04 | -846% |
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