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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
Weitz Large Cap Equity-Investor Cl
Price$55.61
Change+$0.74 (+1.35%)
VolumeN/A
Net Assets954.45M
RWMFX vs WVALX Comparison Chart
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RWMFX vs. WVALX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. WVALX (954M). 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 (3.70). RWMFX return over 5 years is better than : 41.34 vs. WVALX (17.80).
| 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 | 3.462 | 5.496 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 954M | 20,440% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 10.87 | 3.70 | 294% |
| Returns for 3 years | 14.74 | -3.13 | -472% |
| Returns for 5 years | 41.34 | 17.80 | 232% |
| Returns for 10 years | 70.33 | 26.41 | 266% |