Interact to see
Advertisement
Advertisement
RWMFX vs WPVIX
RWMFX vs WPVIX Comparison
Open Charts RWMFX vs WPVIX
American Funds Washington Mutual R5
Price$63.00
Change-$1.03 (-1.61%)
VolumeN/A
Net Assets193.11B
Weitz Multi Cap Equity-Institutional Cl
Price$33.85
Change-$0.71 (-2.05%)
VolumeN/A
Net Assets575.41M
RWMFX vs WPVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. WPVIX commentary
May 23, 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: 193B vs. WPVIX (575M). RWMFX pays higher dividends than WPVIX: RWMFX (1.54) 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). WPVIX annual gain was more profitable for investors over the last year : 5.14 vs. RWMFX (2.18). RWMFX return over 5 years is better than : 57.84 vs. WPVIX (28.29).
| 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 | 2.799 | 3.628 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 575M | 33,565% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 2.18 | 5.14 | 42% |
| Returns for 3 years | 21.64 | 17.15 | 126% |
| Returns for 5 years | 57.84 | 28.29 | 204% |
| Returns for 10 years | 60.88 | -1.99 | -3,066% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers