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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
American Funds Washington Mutual R5
Price$63.36
Change-$0.70 (-1.09%)
VolumeN/A
Net Assets195.61B
Weitz Large Cap Equity-Investor Cl
Price$52.91
Change-$0.61 (-1.14%)
VolumeN/A
Net Assets921.2M
RWMFX vs WVALX Comparison Chart
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RWMFX vs. WVALX commentary
Mar 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 WVALX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. WVALX (921M). 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 : 5.61 vs. WVALX (-2.44). RWMFX return over 5 years is better than : 45.04 vs. WVALX (16.40).
| 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 | 2.974 | 1.788 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 921M | 21,281% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 5.61 | -2.44 | -230% |
| Returns for 3 years | 14.08 | -0.11 | -12,574% |
| Returns for 5 years | 45.04 | 16.40 | 275% |
| Returns for 10 years | 63.23 | 14.46 | 437% |
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