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RWMFX vs WTRCX
RWMFX vs WTRCX Comparison
Open Charts RWMFX vs WTRCX
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$12.02
Change-$0.08 (-0.66%)
VolumeN/A
CapitalizationN/A
RWMFX vs WTRCX Comparison Chart
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RWMFX vs. WTRCX commentary
Dec 18, 2024
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 StrongBuy and WTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. WTRCX (3.96B). RWMFX pays higher dividends than WTRCX: RWMFX (1.70) vs WTRCX (0.06). RWMFX was incepted earlier than WTRCX: RWMFX (23 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (30.00). 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 : 17.20 vs. WTRCX (10.17). RWMFX return over 5 years is better than : 39.32 vs. WTRCX (3.10).
| RWMFX | WTRCX | RWMFX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 16.419 | 9.572 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.96B | 4,946% |
| Annual Yield % from dividends | 1.70 | 0.06 | 2,867% |
| Returns for 1 year | 17.20 | 10.17 | 169% |
| Returns for 3 years | 15.87 | -18.56 | -85% |
| Returns for 5 years | 39.32 | 3.10 | 1,269% |
| Returns for 10 years | 69.07 | -4.27 | -1,617% |
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