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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$25.04
Change-$2.19 (-8.04%)
VolumeN/A
Net Assets1.74B
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Feb 05, 2026
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: 208B vs. AFNAX (1.74B). AFNAX (1.48) and RWMFX (1.45) have matching dividends . AFNAX was incepted earlier than RWMFX: AFNAX (14 years) vs RWMFX (24 years). AFNAX (0.88) 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 : 5.51 vs. AFNAX (1.30). RWMFX return over 5 years is better than : 37.79 vs. AFNAX (29.42).
| AFNAX | RWMFX | AFNAX / RWMFX | |
| Total Expense Ratio | 0.88 | 0.31 | 284% |
| Annual Report Gross Expense Ratio | 0.88 | 0.31 | 284% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.755 | 1.520 | 247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 208B | 1% |
| Annual Yield % from dividends | 1.48 | 1.45 | 102% |
| Returns for 1 year | 1.30 | 5.51 | 24% |
| Returns for 3 years | 17.10 | 30.53 | 56% |
| Returns for 5 years | 29.42 | 37.79 | 78% |
| Returns for 10 years | 137.43 | 98.02 | 140% |
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