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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
American Funds Washington Mutual R5
Price$62.60
Change+$0.61 (+0.98%)
VolumeN/A
CapitalizationN/A
Weitz Large Cap Equity-Investor Cl
Price$53.67
Change+$0.49 (+0.92%)
VolumeN/A
CapitalizationN/A
RWMFX vs WVALX Comparison Chart
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RWMFX vs. WVALX commentary
Dec 25, 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 Buy and WVALX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. WVALX (936M). RWMFX pays higher dividends than WVALX: RWMFX (1.70) vs WVALX (0.00). RWMFX was incepted earlier than WVALX: RWMFX (23 years) vs WVALX (39 years). RWMFX has a lower initial minimum investment than WVALX: RWMFX (250) vs WVALX (2500). RWMFX annual gain was more profitable for investors over the last year : 10.87 vs. WVALX (3.19). RWMFX return over 5 years is better than : 35.91 vs. WVALX (13.53).
| RWMFX | WVALX | RWMFX / WVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 10.230 | 2.966 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 936M | 20,406% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 10.87 | 3.19 | 341% |
| Returns for 3 years | 7.67 | -13.32 | -58% |
| Returns for 5 years | 35.91 | 13.53 | 265% |
| Returns for 10 years | 58.43 | 11.30 | 517% |
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