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RWMFX vs USGRX
RWMFX vs USGRX Comparison
Open Charts RWMFX vs USGRX
American Funds Washington Mutual R5
Price$63.77
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets195.7B
RWMFX vs USGRX Comparison Chart
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RWMFX vs. USGRX commentary
Jan 23, 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 USGRX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. USGRX (2.08B). 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 : 12.34 vs. USGRX (3.73). RWMFX return over 5 years is better than : 37.05 vs. USGRX (23.36).
| 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 | 3.575 | 3.568 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 2.08B | 9,423% |
| Annual Yield % from dividends | 1.70 | 0.85 | 200% |
| Returns for 1 year | 12.34 | 3.73 | 331% |
| Returns for 3 years | 15.98 | 7.67 | 208% |
| Returns for 5 years | 37.05 | 23.36 | 159% |
| Returns for 10 years | 65.26 | 23.12 | 282% |
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