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RWMEX vs WTRCX
RWMEX vs WTRCX Comparison
Open Charts RWMEX vs WTRCX
American Funds Washington Mutual R4
Price$65.27
Change-$0.51 (-0.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$12.02
Change-$0.08 (-0.66%)
VolumeN/A
CapitalizationN/A
RWMEX vs WTRCX Comparison Chart
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RWMEX vs. WTRCX commentary
Dec 18, 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 WTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. WTRCX (3.96B). 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 : 16.82 vs. WTRCX (10.17). RWMEX return over 5 years is better than : 37.99 vs. WTRCX (3.10).
| 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 | 16.062 | 9.572 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.96B | 4,946% |
| Annual Yield % from dividends | 1.45 | 0.06 | 2,453% |
| Returns for 1 year | 16.82 | 10.17 | 165% |
| Returns for 3 years | 15.09 | -18.56 | -81% |
| Returns for 5 years | 37.99 | 3.10 | 1,226% |
| Returns for 10 years | 67.00 | -4.27 | -1,569% |