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AFNIX vs RWMFX
AFNIX vs RWMFX Comparison
Open Charts AFNIX vs RWMFX
Bahl & Gaynor Income Growth I
Price$27.14
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets1.83B
American Funds Washington Mutual R5
Price$66.86
Change-$0.96 (-1.42%)
VolumeN/A
Net Assets209.34B
AFNIX vs RWMFX Comparison Chart in %
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AFNIX vs. RWMFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. AFNIX (1.83B). AFNIX pays higher dividends than RWMFX: AFNIX (1.78) vs RWMFX (1.41). AFNIX was incepted earlier than RWMFX: AFNIX (13 years) vs RWMFX (24 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 : 5.30 vs. AFNIX (2.88). AFNIX (47.62) and RWMFX (47.43) 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 | 24 years | - |
| Gain YTD | 10.934 | 11.486 | 95% |
| 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 | 209B | 1% |
| Annual Yield % from dividends | 1.78 | 1.41 | 126% |
| Returns for 1 year | 2.88 | 5.30 | 54% |
| Returns for 3 years | 26.95 | 32.83 | 82% |
| Returns for 5 years | 47.62 | 47.43 | 100% |
| Returns for 10 years | 147.53 | 82.53 | 179% |
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