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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$25.30
Change-$0.20 (-0.78%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
AFNAX vs RWMFX Comparison Chart
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AFNAX vs. RWMFX commentary
Jun 15, 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: 194B vs. AFNAX (1.84B). AFNAX pays higher dividends than RWMFX: AFNAX (1.67) vs RWMFX (1.47). 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 : 4.65 vs. AFNAX (3.01). AFNAX return over 5 years is better than : 54.83 vs. RWMFX (51.87).
| 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 | 2.741 | 1.465 | 187% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 194B | 1% |
| Annual Yield % from dividends | 1.67 | 1.47 | 114% |
| Returns for 1 year | 3.01 | 4.65 | 65% |
| Returns for 3 years | 26.06 | 24.78 | 105% |
| Returns for 5 years | 54.83 | 51.87 | 106% |
| Returns for 10 years | 118.96 | 61.07 | 195% |
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