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RWMEX vs WTRCX
RWMEX vs WTRCX Comparison
Open Charts RWMEX vs WTRCX
American Funds Washington Mutual R4
Price$64.00
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets200.51B
Macquarie Core Equity Fund
Price$12.72
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets3.91B
RWMEX vs WTRCX Comparison Chart in %
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RWMEX vs. WTRCX commentary
Aug 07, 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.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 201B vs. WTRCX (3.91B). 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 : 9.76 vs. WTRCX (3.08). RWMEX return over 5 years is better than : 47.55 vs. WTRCX (1.37).
| RWMEX | WTRCX | RWMEX / WTRCX | |
| Total Expense Ratio | 0.60 | 1.74 | 34% |
| Annual Report Gross Expense Ratio | 0.60 | 1.75 | 34% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 5.445 | 9.091 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201B | 3.91B | 5,146% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 9.76 | 3.08 | 317% |
| Returns for 3 years | 25.58 | -3.43 | -747% |
| Returns for 5 years | 47.55 | 1.37 | 3,467% |
| Returns for 10 years | 67.84 | -0.44 | -15,506% |
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