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RWMFX vs WVAIX
RWMFX vs WVAIX Comparison
Open Charts RWMFX vs WVAIX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
Weitz Large Cap Equity-Institutional Cl
Price$50.43
Change-$2.44 (-4.62%)
VolumeN/A
Net Assets867.01M
RWMFX vs WVAIX Comparison Chart
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RWMFX vs. WVAIX commentary
Apr 04, 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 WVAIX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. WVAIX (867M). RWMFX pays higher dividends than WVAIX: RWMFX (1.53) vs WVAIX (0.00). RWMFX was incepted earlier than WVAIX: RWMFX (23 years) vs WVAIX (11 years). WVAIX (0.87) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. WVAIX (20.00). RWMFX has a lower initial minimum investment than WVAIX: RWMFX (250) vs WVAIX (1000000). RWMFX annual gain was more profitable for investors over the last year : 2.19 vs. WVAIX (-6.28). RWMFX return over 5 years is better than : 79.80 vs. WVAIX (43.47).
| RWMFX | WVAIX | RWMFX / WVAIX | |
| Total Expense Ratio | 0.31 | 0.87 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.955 | -2.634 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 867M | 21,684% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 2.19 | -6.28 | -35% |
| Returns for 3 years | 8.51 | -10.07 | -85% |
| Returns for 5 years | 79.80 | 43.47 | 184% |
| Returns for 10 years | 59.99 | 11.82 | 507% |
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