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AFNAX vs RWMFX
AFNAX vs RWMFX Comparison
Open Charts AFNAX vs RWMFX
Bahl & Gaynor Income Growth A
Price$26.18
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets1.85B
American Funds Washington Mutual R5
Price$65.43
Change-$0.15 (-0.23%)
VolumeN/A
Net Assets203.49B
AFNAX vs RWMFX Comparison Chart in %
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AFNAX vs. RWMFX commentary
Aug 18, 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: 203B vs. AFNAX (1.85B). AFNAX pays higher dividends than RWMFX: AFNAX (1.66) vs RWMFX (1.46). 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 : 6.61 vs. AFNAX (3.51). AFNAX (50.42) and RWMFX (49.87) 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 | 6.658 | 7.164 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 203B | 1% |
| Annual Yield % from dividends | 1.66 | 1.46 | 113% |
| Returns for 1 year | 3.51 | 6.61 | 53% |
| Returns for 3 years | 15.44 | 24.20 | 64% |
| Returns for 5 years | 50.42 | 49.87 | 101% |
| Returns for 10 years | 127.48 | 70.91 | 180% |
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