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RWMFX vs WCEAX
RWMFX vs WCEAX Comparison
Open Charts RWMFX vs WCEAX
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
Macquarie Core Equity Fund
Price$17.49
Change-$0.33 (-1.85%)
VolumeN/A
Net Assets3.86B
RWMFX vs WCEAX Comparison Chart
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RWMFX vs. WCEAX commentary
Feb 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 WCEAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. WCEAX (3.86B). RWMFX pays higher dividends than WCEAX: RWMFX (1.70) vs WCEAX (0.31). RWMFX was incepted earlier than WCEAX: RWMFX (23 years) vs WCEAX (25 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than WCEAX: RWMFX (250) vs WCEAX (1000). RWMFX annual gain was more profitable for investors over the last year : 8.20 vs. WCEAX (6.76). RWMFX return over 5 years is better than : 38.24 vs. WCEAX (19.57).
| RWMFX | WCEAX | RWMFX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 4.242 | 2.701 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.86B | 5,076% |
| Annual Yield % from dividends | 1.70 | 0.31 | 547% |
| Returns for 1 year | 8.20 | 6.76 | 121% |
| Returns for 3 years | 18.09 | 1.04 | 1,745% |
| Returns for 5 years | 38.24 | 19.57 | 195% |
| Returns for 10 years | 61.66 | 23.67 | 261% |
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