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RWMFX vs WCEAX
RWMFX vs WCEAX Comparison
Open Charts RWMFX vs WCEAX
American Funds Washington Mutual R5
Price$65.44
Change-$0.44 (-0.67%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$19.80
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
RWMFX vs WCEAX Comparison Chart
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RWMFX vs. WCEAX commentary
Nov 13, 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 StrongBuy and WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. WCEAX (4.05B). RWMFX pays higher dividends than WCEAX: RWMFX (1.70) vs WCEAX (0.31). RWMFX was incepted earlier than WCEAX: RWMFX (23 years) vs WCEAX (24 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). WCEAX annual gain was more profitable for investors over the last year : 27.29 vs. RWMFX (23.63). RWMFX return over 5 years is better than : 44.00 vs. WCEAX (33.44).
| RWMFX | WCEAX | RWMFX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 16.613 | 31.028 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 4.05B | 4,837% |
| Annual Yield % from dividends | 1.70 | 0.31 | 547% |
| Returns for 1 year | 23.63 | 27.29 | 87% |
| Returns for 3 years | 13.79 | -7.30 | -189% |
| Returns for 5 years | 44.00 | 33.44 | 132% |
| Returns for 10 years | 63.02 | 35.27 | 179% |
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