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RWMFX vs WFIOX
RWMFX vs WFIOX Comparison
Open Charts RWMFX vs WFIOX
American Funds Washington Mutual R5
Price$60.25
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets182.14B
RWMFX vs WFIOX Comparison Chart
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RWMFX vs. WFIOX commentary
Apr 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 182B vs. WFIOX (1.22B). 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 : 3.30 vs. RWMFX (1.78). RWMFX return over 5 years is better than : 55.93 vs. WFIOX (33.23).
| 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 | -1.688 | -5.756 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182B | 1.22B | 14,918% |
| Annual Yield % from dividends | 1.53 | 1.11 | 137% |
| Returns for 1 year | 1.78 | 3.30 | 54% |
| Returns for 3 years | 11.97 | 9.66 | 124% |
| Returns for 5 years | 55.93 | 33.23 | 168% |
| Returns for 10 years | 53.56 | -18.47 | -290% |