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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$27.07
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$66.86
Change-$0.96 (-1.42%)
VolumeN/A
Net Assets209.34B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. AFNAX (1.83B). AFNAX pays higher dividends than RWMFX: AFNAX (1.56) vs RWMFX (1.41). AFNAX was incepted earlier than RWMFX: AFNAX (13 years) vs RWMFX (24 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 : 5.30 vs. AFNAX (2.60). RWMFX (47.43) and AFNAX (45.81) 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 | 24 years | - |
| Gain YTD | 10.692 | 11.486 | 93% |
| 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 | 1.41 | 110% |
| Returns for 1 year | 2.60 | 5.30 | 49% |
| Returns for 3 years | 26.03 | 32.83 | 79% |
| Returns for 5 years | 45.81 | 47.43 | 97% |
| Returns for 10 years | 141.64 | 82.53 | 172% |
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