Interact to see
Advertisement
Advertisement
AFNAX vs RWMEX
AFNAX vs RWMEX Comparison
Open Charts AFNAX vs RWMEX
Bahl & Gaynor Income Growth A
Price$25.04
Change-$2.19 (-8.04%)
VolumeN/A
Net Assets1.74B
American Funds Washington Mutual R4
Price$65.59
Change-$1.05 (-1.58%)
VolumeN/A
Net Assets208.21B
AFNAX vs RWMEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFNAX vs. RWMEX 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 AFNAX is a Hold and RWMEX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 208B vs. AFNAX (1.74B). AFNAX pays higher dividends than RWMEX: AFNAX (1.48) vs RWMEX (1.19). AFNAX was incepted earlier than RWMEX: AFNAX (14 years) vs RWMEX (24 years). AFNAX (0.88) is less costly to investors than RWMEX (0.60). RWMEX is a more actively managed with annual turnover of: 29.00 vs. AFNAX (21.00). RWMEX has a lower initial minimum investment than AFNAX: RWMEX (250) vs AFNAX (2500). RWMEX annual gain was more profitable for investors over the last year : 5.12 vs. AFNAX (1.30). RWMEX return over 5 years is better than : 35.89 vs. AFNAX (29.42).
| AFNAX | RWMEX | AFNAX / RWMEX | |
| Total Expense Ratio | 0.88 | 0.60 | 147% |
| Annual Report Gross Expense Ratio | 0.88 | 0.60 | 147% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.755 | 1.501 | 250% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 208B | 1% |
| Annual Yield % from dividends | 1.48 | 1.19 | 124% |
| Returns for 1 year | 1.30 | 5.12 | 25% |
| Returns for 3 years | 17.10 | 29.17 | 59% |
| Returns for 5 years | 29.42 | 35.89 | 82% |
| Returns for 10 years | 137.43 | 94.90 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement