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RWMFX vs WFIOX
RWMFX vs WFIOX Comparison
Open Charts RWMFX vs WFIOX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
RWMFX vs WFIOX Comparison Chart
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RWMFX vs. WFIOX 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 WFIOX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. WFIOX (1.26B). RWMFX pays higher dividends than WFIOX: RWMFX (1.53) vs WFIOX (1.11). RWMFX was incepted earlier than WFIOX: RWMFX (23 years) vs WFIOX (40 years). WFIOX (0.40) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. WFIOX (2.00). RWMFX has a lower initial minimum investment than WFIOX: RWMFX (250) vs WFIOX (1000000). WFIOX annual gain was more profitable for investors over the last year : 2.70 vs. RWMFX (2.19). RWMFX return over 5 years is better than : 79.80 vs. WFIOX (55.86).
| RWMFX | WFIOX | RWMFX / WFIOX | |
| Total Expense Ratio | 0.31 | 0.25 | 124% |
| Annual Report Gross Expense Ratio | 0.31 | 0.40 | 77% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | 0.955 | -3.326 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 1.26B | 14,956% |
| Annual Yield % from dividends | 1.53 | 1.11 | 137% |
| Returns for 1 year | 2.19 | 2.70 | 81% |
| Returns for 3 years | 8.51 | 2.55 | 334% |
| Returns for 5 years | 79.80 | 55.86 | 143% |
| Returns for 10 years | 59.99 | -14.94 | -402% |
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