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RWMFX vs WPVIX
RWMFX vs WPVIX Comparison
Open Charts RWMFX vs WPVIX
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
Weitz Multi Cap Equity-Institutional Cl
Price$32.62
Change+$2.35 (+7.76%)
VolumeN/A
Net Assets508.47M
RWMFX vs WPVIX Comparison Chart
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RWMFX vs. WPVIX commentary
Apr 11, 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 WPVIX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. WPVIX (508M). RWMFX pays higher dividends than WPVIX: RWMFX (1.53) vs WPVIX (0.00). RWMFX was incepted earlier than WPVIX: RWMFX (23 years) vs WPVIX (11 years). WPVIX (0.87) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. WPVIX (10.00). RWMFX has a lower initial minimum investment than WPVIX: RWMFX (250) vs WPVIX (1000000). RWMFX annual gain was more profitable for investors over the last year : -8.19 vs. WPVIX (-8.96). RWMFX return over 5 years is better than : 44.88 vs. WPVIX (18.52).
| RWMFX | WPVIX | RWMFX / WPVIX | |
| Total Expense Ratio | 0.31 | 0.87 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -9.504 | -9.235 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 508M | 33,071% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -8.19 | -8.96 | 91% |
| Returns for 3 years | -2.62 | -7.60 | 34% |
| Returns for 5 years | 44.88 | 18.52 | 242% |
| Returns for 10 years | 42.44 | -14.52 | -292% |
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