Ad is loading...
RWMFX vs WCEAX
RWMFX vs WCEAX Comparison
Open Charts RWMFX vs WCEAX
American Funds Washington Mutual R5
Price$60.80
Change-$3.10 (-4.85%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$16.99
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
RWMFX vs WCEAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. WCEAX commentary
Dec 20, 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 Hold and WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 189B vs. WCEAX (3.82B). 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). RWMFX annual gain was more profitable for investors over the last year : 13.29 vs. WCEAX (12.58). RWMFX return over 5 years is better than : 39.67 vs. WCEAX (21.23).
| 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 | 13.109 | 12.506 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 3.82B | 4,946% |
| Annual Yield % from dividends | 1.70 | 0.31 | 547% |
| Returns for 1 year | 13.29 | 12.58 | 106% |
| Returns for 3 years | 12.57 | -8.25 | -152% |
| Returns for 5 years | 39.67 | 21.23 | 187% |
| Returns for 10 years | 64.27 | 23.72 | 271% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers