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RWMFX vs USGRX
RWMFX vs USGRX Comparison
Open Charts RWMFX vs USGRX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
RWMFX vs USGRX Comparison Chart
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RWMFX vs. USGRX commentary
Apr 04, 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: 188B vs. USGRX (1.94B). RWMFX pays higher dividends than USGRX: RWMFX (1.53) vs USGRX (0.89). RWMFX was incepted earlier than USGRX: RWMFX (23 years) vs USGRX (32 years). USGRX (0.85) is less costly to investors than RWMFX (0.31). USGRX is a more actively managed with annual turnover of: 75.00 vs. RWMFX (31.00). 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 : 2.19 vs. USGRX (-9.19). RWMFX return over 5 years is better than : 79.80 vs. USGRX (58.84).
| RWMFX | USGRX | RWMFX / USGRX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 0.955 | -1.779 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 1.94B | 9,681% |
| Annual Yield % from dividends | 1.53 | 0.89 | 172% |
| Returns for 1 year | 2.19 | -9.19 | -24% |
| Returns for 3 years | 8.51 | -2.55 | -334% |
| Returns for 5 years | 79.80 | 58.84 | 136% |
| Returns for 10 years | 59.99 | 14.10 | 425% |
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