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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$25.86
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets1.86B
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Jul 07, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. AFNAX (1.86B). AFNAX pays higher dividends than RWMFX: AFNAX (1.64) vs RWMFX (1.48). 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: 31.00 vs. AFNAX (12.00). 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 : 7.88 vs. AFNAX (5.60). AFNAX (56.80) and RWMFX (56.79) 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 | 5.250 | 5.739 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 202B | 1% |
| Annual Yield % from dividends | 1.64 | 1.48 | 111% |
| Returns for 1 year | 5.60 | 7.88 | 71% |
| Returns for 3 years | 24.25 | 32.20 | 75% |
| Returns for 5 years | 56.80 | 56.79 | 100% |
| Returns for 10 years | 127.69 | 71.15 | 179% |