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RWMFX vs WTRCX
RWMFX vs WTRCX Comparison
Open Charts RWMFX vs WTRCX
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
Macquarie Core Equity Fund
Price$11.96
Change-$0.23 (-1.89%)
VolumeN/A
Net Assets3.86B
RWMFX vs WTRCX Comparison Chart
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RWMFX vs. WTRCX commentary
Feb 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 WTRCX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. WTRCX (3.86B). 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 : 8.20 vs. WTRCX (1.01). RWMFX return over 5 years is better than : 38.24 vs. WTRCX (-1.63).
| 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 | 4.242 | 2.573 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 3.86B | 5,076% |
| Annual Yield % from dividends | 1.70 | 0.06 | 2,867% |
| Returns for 1 year | 8.20 | 1.01 | 809% |
| Returns for 3 years | 18.09 | -12.83 | -141% |
| Returns for 5 years | 38.24 | -1.63 | -2,345% |
| Returns for 10 years | 61.66 | -7.04 | -876% |
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