Ad is loading...
RWMFX vs USGRX
RWMFX vs USGRX Comparison
Open Charts RWMFX vs USGRX
American Funds Washington Mutual R5
Price$61.47
Change+$0.67 (+1.10%)
VolumeN/A
CapitalizationN/A
Victory Growth & Income
Price$23.68
Change+$0.26 (+1.11%)
VolumeN/A
CapitalizationN/A
RWMFX vs USGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. USGRX commentary
Dec 23, 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 Buy and USGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 189B vs. USGRX (2.03B). RWMFX pays higher dividends than USGRX: RWMFX (1.70) vs USGRX (0.85). RWMFX was incepted earlier than USGRX: RWMFX (23 years) vs USGRX (32 years). USGRX is a more actively managed with annual turnover of: 43.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than USGRX: RWMFX (250) vs USGRX (3000). RWMFX annual gain was more profitable for investors over the last year : 10.08 vs. USGRX (3.27). RWMFX return over 5 years is better than : 34.97 vs. USGRX (23.69).
| RWMFX | USGRX | RWMFX / USGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 9.305 | 2.875 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 2.03B | 9,310% |
| Annual Yield % from dividends | 1.70 | 0.85 | 200% |
| Returns for 1 year | 10.08 | 3.27 | 308% |
| Returns for 3 years | 8.33 | -1.98 | -421% |
| Returns for 5 years | 34.97 | 23.69 | 148% |
| Returns for 10 years | 57.36 | 17.02 | 337% |