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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$27.27
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$67.30
Change+$0.53 (+0.79%)
VolumeN/A
Net Assets206.71B
AFNIX vs RWMFX Comparison Chart in %
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AFNIX vs. RWMFX commentary
Oct 21, 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 AFNIX is a Hold and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. AFNIX (1.83B). AFNIX pays higher dividends than RWMFX: AFNIX (1.76) vs RWMFX (1.42). AFNIX was incepted earlier than RWMFX: AFNIX (13 years) vs RWMFX (23 years). AFNIX (0.60) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AFNIX (21.00). RWMFX has a lower initial minimum investment than AFNIX: RWMFX (250) vs AFNIX (25000). RWMFX annual gain was more profitable for investors over the last year : 4.82 vs. AFNIX (1.33). AFNIX (55.92) and RWMFX (53.69) have equivalent 5 years return.
| AFNIX | RWMFX | AFNIX / RWMFX | |
| Total Expense Ratio | 0.60 | 0.31 | 194% |
| Annual Report Gross Expense Ratio | 0.60 | 0.31 | 194% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 11.335 | 10.631 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 207B | 1% |
| Annual Yield % from dividends | 1.76 | 1.42 | 124% |
| Returns for 1 year | 1.33 | 4.82 | 28% |
| Returns for 3 years | 37.45 | 41.37 | 91% |
| Returns for 5 years | 55.92 | 53.69 | 104% |
| Returns for 10 years | 145.81 | 76.74 | 190% |
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