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AFDIX vs RWMFX
AFDIX vs RWMFX Comparison
Open Charts AFDIX vs RWMFX
American Century Large Cap Equity I
Price$47.91
Change-$10.33 (-17.74%)
VolumeN/A
Net Assets3.22B
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
AFDIX vs RWMFX Comparison Chart in %
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AFDIX vs. RWMFX commentary
Feb 05, 2026
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 AFDIX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. AFDIX (3.22B). RWMFX pays higher dividends than AFDIX: RWMFX (1.45) vs AFDIX (0.45). AFDIX was incepted earlier than RWMFX: AFDIX (21 years) vs RWMFX (24 years). AFDIX (0.79) is less costly to investors than RWMFX (0.31). AFDIX is a more actively managed with annual turnover of: 44.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than AFDIX: RWMFX (250) vs AFDIX (2500). RWMFX annual gain was more profitable for investors over the last year : 5.51 vs. AFDIX (-10.31). RWMFX return over 5 years is better than : 37.79 vs. AFDIX (23.68).
| AFDIX | RWMFX | AFDIX / RWMFX | |
| Total Expense Ratio | 0.79 | 0.31 | 255% |
| Annual Report Gross Expense Ratio | 0.79 | 0.31 | 255% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 0.335 | 1.520 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 208B | 2% |
| Annual Yield % from dividends | 0.45 | 1.45 | 31% |
| Returns for 1 year | -10.31 | 5.51 | -187% |
| Returns for 3 years | 18.23 | 30.53 | 60% |
| Returns for 5 years | 23.68 | 37.79 | 63% |
| Returns for 10 years | 162.64 | 98.02 | 166% |
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