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RWMFX vs STLYX
RWMFX vs STLYX Comparison
Open Charts RWMFX vs STLYX
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
SEI Tax-Managed Large Cap Y (SIMT)
Price$36.19
Change+$0.21 (+0.58%)
VolumeN/A
Net Assets4.13B
RWMFX vs STLYX Comparison Chart
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RWMFX vs. STLYX commentary
Jan 19, 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 RWMFX is a Buy and STLYX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. STLYX (4.13B). RWMFX pays higher dividends than STLYX: RWMFX (1.70) vs STLYX (1.05). RWMFX was incepted earlier than STLYX: RWMFX (23 years) vs STLYX (10 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. STLYX (15.00). RWMFX has a lower initial minimum investment than STLYX: RWMFX (250) vs STLYX (100000). RWMFX annual gain was more profitable for investors over the last year : 12.39 vs. STLYX (9.52). STLYX (35.71) and RWMFX (35.03) have equivalent 5 years return.
| RWMFX | STLYX | RWMFX / STLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.340 | 2.318 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 4.13B | 4,672% |
| Annual Yield % from dividends | 1.70 | 1.05 | 163% |
| Returns for 1 year | 12.39 | 9.52 | 130% |
| Returns for 3 years | 11.20 | 4.73 | 237% |
| Returns for 5 years | 35.03 | 35.71 | 98% |
| Returns for 10 years | 65.23 | 99.53 | 66% |
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