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RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
American Funds Washington Mutual R5E
Price$66.12
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Union Street Partners Value Advisor
Price$32.87
Change-$0.18 (-0.54%)
VolumeN/A
Net Assets82.63M
RWMHX vs USPFX Comparison Chart in %
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RWMHX vs. USPFX commentary
Nov 20, 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 RWMHX is a Hold and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 204B vs. USPFX (82.6M). RWMHX pays higher dividends than USPFX: RWMHX (1.33) vs USPFX (0.16). RWMHX was incepted earlier than USPFX: RWMHX (10 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). RWMHX has a lower initial minimum investment than USPFX: RWMHX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 5.87 vs. RWMHX (4.48). USPFX return over 5 years is better than : 68.19 vs. RWMHX (44.42).
| RWMHX | USPFX | RWMHX / USPFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.55 | 26% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 8.808 | 6.238 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 82.6M | 246,973% |
| Annual Yield % from dividends | 1.33 | 0.16 | 834% |
| Returns for 1 year | 4.48 | 5.87 | 76% |
| Returns for 3 years | 29.53 | 28.78 | 103% |
| Returns for 5 years | 44.42 | 68.19 | 65% |
| Returns for 10 years | 71.77 | N/A | - |
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