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RWMFX vs WFINX
RWMFX vs WFINX Comparison
Open Charts RWMFX vs WFINX
American Funds Washington Mutual R5
Price$60.34
Change-$0.59 (-0.97%)
VolumeN/A
Net Assets185.51B
RWMFX vs WFINX Comparison Chart
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RWMFX vs. WFINX commentary
Mar 14, 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 WFINX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. WFINX (1.25B). RWMFX pays higher dividends than WFINX: RWMFX (1.47) vs WFINX (0.18). RWMFX was incepted earlier than WFINX: RWMFX (23 years) vs WFINX (26 years). WFINX (1.37) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. WFINX (2.00). RWMFX has a lower initial minimum investment than WFINX: RWMFX (250) vs WFINX (1000). RWMFX annual gain was more profitable for investors over the last year : 1.61 vs. WFINX (0.59). RWMFX return over 5 years is better than : 63.27 vs. WFINX (36.57).
| RWMFX | WFINX | RWMFX / WFINX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.37 | 23% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -0.579 | -5.238 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 1.25B | 14,928% |
| Annual Yield % from dividends | 1.47 | 0.18 | 827% |
| Returns for 1 year | 1.61 | 0.59 | 273% |
| Returns for 3 years | 12.81 | 7.77 | 165% |
| Returns for 5 years | 63.27 | 36.57 | 173% |
| Returns for 10 years | 58.60 | -20.72 | -283% |
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