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RWMFX vs WTRCX
RWMFX vs WTRCX Comparison
Open Charts RWMFX vs WTRCX
American Funds Washington Mutual R5
Price$66.14
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets202.88B
Macquarie Core Equity Fund
Price$12.96
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets3.81B
RWMFX vs WTRCX Comparison Chart in %
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RWMFX vs. WTRCX commentary
Aug 29, 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 StrongBuy and WTRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 203B vs. WTRCX (3.81B). RWMFX pays higher dividends than WTRCX: RWMFX (1.46) 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). RWMFX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). 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 : 6.62 vs. WTRCX (-1.97). RWMFX return over 5 years is better than : 48.83 vs. WTRCX (-0.90).
| 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 | 8.327 | 10.806 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203B | 3.81B | 5,335% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | 6.62 | -1.97 | -336% |
| Returns for 3 years | 31.42 | 0.93 | 3,395% |
| Returns for 5 years | 48.83 | -0.90 | -5,423% |
| Returns for 10 years | 83.44 | 7.33 | 1,138% |
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