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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.46
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets1.85B
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Sep 10, 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: 205B vs. AFNAX (1.86B). AFNAX pays higher dividends than RWMFX: AFNAX (1.60) vs RWMFX (1.43). 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 (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 : 9.85 vs. AFNAX (5.16). RWMFX (51.83) and AFNAX (51.32) 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 | 7.897 | 8.475 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 205B | 1% |
| Annual Yield % from dividends | 1.60 | 1.43 | 111% |
| Returns for 1 year | 5.16 | 9.85 | 52% |
| Returns for 3 years | 22.51 | 30.71 | 73% |
| Returns for 5 years | 51.32 | 51.83 | 99% |
| Returns for 10 years | 148.96 | 85.03 | 175% |
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