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RWMFX vs WTRCX
RWMFX vs WTRCX Comparison
Open Charts RWMFX vs WTRCX
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
Macquarie Core Equity Fund
Price$12.04
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets3.93B
RWMFX vs WTRCX Comparison Chart
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RWMFX vs. WTRCX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. WTRCX (3.93B). 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 : 12.39 vs. WTRCX (9.55). RWMFX return over 5 years is better than : 35.03 vs. WTRCX (-0.97).
| 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 | 2.340 | 3.259 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 3.93B | 4,915% |
| Annual Yield % from dividends | 1.70 | 0.06 | 2,867% |
| Returns for 1 year | 12.39 | 9.55 | 130% |
| Returns for 3 years | 11.20 | -15.63 | -72% |
| Returns for 5 years | 35.03 | -0.97 | -3,602% |
| Returns for 10 years | 65.23 | -0.80 | -8,154% |
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