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RWMEX vs WTRCX
RWMEX vs WTRCX Comparison
Open Charts RWMEX vs WTRCX
American Funds Washington Mutual R4
Price$59.30
Change+$4.25 (+7.72%)
VolumeN/A
Net Assets167.99B
Macquarie Core Equity Fund
Price$11.00
Change+$0.83 (+8.16%)
VolumeN/A
Net Assets3.22B
RWMEX vs WTRCX Comparison Chart
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RWMEX vs. WTRCX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 168B vs. WTRCX (3.22B). RWMEX pays higher dividends than WTRCX: RWMEX (1.26) 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 (0.61). WTRCX is a more actively managed with annual turnover of: 35.00 vs. RWMEX (31.00). 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 : -8.52 vs. WTRCX (-16.91). RWMEX return over 5 years is better than : 43.22 vs. WTRCX (-1.64).
| RWMEX | WTRCX | RWMEX / WTRCX | |
| Total Expense Ratio | 0.61 | 1.74 | 35% |
| Annual Report Gross Expense Ratio | 0.61 | 1.75 | 35% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -9.579 | -12.779 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 3.22B | 5,224% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -8.52 | -16.91 | 50% |
| Returns for 3 years | -3.37 | -27.62 | 12% |
| Returns for 5 years | 43.22 | -1.64 | -2,629% |
| Returns for 10 years | 40.51 | -21.44 | -189% |
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