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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
American Funds Washington Mutual R5
Price$64.62
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets194.6B
Weitz Large Cap Equity-Investor Cl
Price$51.28
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets846.11M
RWMFX vs WVALX Comparison Chart
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RWMFX vs. WVALX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. WVALX (846M). RWMFX pays higher dividends than WVALX: RWMFX (1.47) vs WVALX (0.00). RWMFX was incepted earlier than WVALX: RWMFX (23 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. WVALX (20.00). 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 : 5.62 vs. WVALX (-4.14). RWMFX return over 5 years is better than : 49.38 vs. WVALX (9.30).
| RWMFX | WVALX | RWMFX / WVALX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 5.622 | -2.282 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 846M | 23,050% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | 5.62 | -4.14 | -136% |
| Returns for 3 years | 19.70 | -1.23 | -1,601% |
| Returns for 5 years | 49.38 | 9.30 | 531% |
| Returns for 10 years | 68.61 | 8.81 | 779% |
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