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RWMFX vs WTRCX
RWMFX vs WTRCX Comparison
Open Charts RWMFX vs WTRCX
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
Macquarie Core Equity Fund
Price$11.00
Change+$0.83 (+8.16%)
VolumeN/A
Net Assets3.22B
RWMFX vs WTRCX Comparison Chart
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RWMFX vs. WTRCX 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. WTRCX (3.22B). RWMFX pays higher dividends than WTRCX: RWMFX (1.53) vs WTRCX (0.00). RWMFX was incepted earlier than WTRCX: RWMFX (23 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than RWMFX (0.31). WTRCX is a more actively managed with annual turnover of: 35.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than WTRCX: RWMFX (250) vs WTRCX (1000). RWMFX annual gain was more profitable for investors over the last year : -8.19 vs. WTRCX (-16.91). RWMFX return over 5 years is better than : 44.88 vs. WTRCX (-1.64).
| RWMFX | WTRCX | RWMFX / WTRCX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.75 | 18% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -9.504 | -12.779 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 3.22B | 5,224% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -8.19 | -16.91 | 48% |
| Returns for 3 years | -2.62 | -27.62 | 9% |
| Returns for 5 years | 44.88 | -1.64 | -2,729% |
| Returns for 10 years | 42.44 | -21.44 | -198% |
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