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RWMFX vs SHAPX
RWMFX vs SHAPX Comparison
Open Charts RWMFX vs SHAPX
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
ClearBridge Appreciation A
Price$34.58
Change-$0.96 (-2.70%)
VolumeN/A
CapitalizationN/A
RWMFX vs SHAPX Comparison Chart
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RWMFX vs. SHAPX commentary
Dec 19, 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 RWMFX is a StrongBuy and SHAPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. SHAPX (9.08B). RWMFX pays higher dividends than SHAPX: RWMFX (1.70) vs SHAPX (0.59). RWMFX was incepted earlier than SHAPX: RWMFX (23 years) vs SHAPX (55 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SHAPX (13.00). RWMFX has a lower initial minimum investment than SHAPX: RWMFX (250) vs SHAPX (1000). RWMFX (13.29) and SHAPX (13.00) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.67 vs. SHAPX (36.32).
| RWMFX | SHAPX | RWMFX / SHAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 55 years | - |
| Gain YTD | 13.109 | 12.742 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 9.08B | 2,147% |
| Annual Yield % from dividends | 1.70 | 0.59 | 290% |
| Returns for 1 year | 13.29 | 13.00 | 102% |
| Returns for 3 years | 12.57 | 8.24 | 153% |
| Returns for 5 years | 39.67 | 36.32 | 109% |
| Returns for 10 years | 64.27 | 76.98 | 83% |
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