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AFNAX vs RWMEX
AFNAX vs RWMEX Comparison
Open Charts AFNAX vs RWMEX
Bahl & Gaynor Income Growth A
Price$27.07
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R4
Price$66.32
Change-$0.95 (-1.41%)
VolumeN/A
Net Assets209.34B
AFNAX vs RWMEX Comparison Chart in %
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AFNAX vs. RWMEX commentary
Nov 14, 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 AFNAX is a Hold and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 209B vs. AFNAX (1.83B). AFNAX pays higher dividends than RWMEX: AFNAX (1.56) vs RWMEX (1.16). AFNAX was incepted earlier than RWMEX: AFNAX (13 years) vs RWMEX (24 years). AFNAX (0.85) 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 : 4.92 vs. AFNAX (3.31). AFNAX (47.16) and RWMEX (45.51) have equivalent 5 years return.
| AFNAX | RWMEX | AFNAX / RWMEX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 0.60 | 142% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.715 | 11.160 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 209B | 1% |
| Annual Yield % from dividends | 1.56 | 1.16 | 135% |
| Returns for 1 year | 3.31 | 4.92 | 67% |
| Returns for 3 years | 26.25 | 31.57 | 83% |
| Returns for 5 years | 47.16 | 45.51 | 104% |
| Returns for 10 years | 147.64 | 79.75 | 185% |
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