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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$27.00
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Oct 19, 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 RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. AFNAX (1.83B). AFNAX pays higher dividends than RWMFX: AFNAX (1.54) vs RWMFX (1.42). AFNAX was incepted earlier than RWMFX: AFNAX (13 years) vs RWMFX (23 years). AFNAX (0.85) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AFNAX (21.00). RWMFX has a lower initial minimum investment than AFNAX: RWMFX (250) vs AFNAX (2500). RWMFX annual gain was more profitable for investors over the last year : 4.12 vs. AFNAX (0.45). RWMFX (50.29) and AFNAX (49.92) have equivalent 5 years return.
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.301 | 9.760 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 207B | 1% |
| Annual Yield % from dividends | 1.54 | 1.42 | 109% |
| Returns for 1 year | 0.45 | 4.12 | 11% |
| Returns for 3 years | 35.17 | 41.84 | 84% |
| Returns for 5 years | 49.92 | 50.29 | 99% |
| Returns for 10 years | 142.63 | 79.57 | 179% |
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