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AFVZX vs RWMHX
AFVZX vs RWMHX Comparison
Open Charts AFVZX vs RWMHX
Applied Finance Select Institutional
Price$23.81
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets659.52M
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
AFVZX vs RWMHX Comparison Chart in %
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AFVZX vs. RWMHX commentary
Dec 28, 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 AFVZX is a StrongBuy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. AFVZX (660M). RWMHX pays higher dividends than AFVZX: RWMHX (1.30) vs AFVZX (1.00). AFVZX was incepted earlier than RWMHX: AFVZX (9 years) vs RWMHX (10 years). AFVZX (1.11) is less costly to investors than RWMHX (0.41). RWMHX (29.00) and AFVZX (27.63) have comparable annual turnover. RWMHX has a lower initial minimum investment than AFVZX: RWMHX (250) vs AFVZX (10000). AFVZX annual gain was more profitable for investors over the last year : 9.02 vs. RWMHX (6.04). AFVZX return over 5 years is better than : 55.83 vs. RWMHX (41.73).
| AFVZX | RWMHX | AFVZX / RWMHX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 1.11 | 0.41 | 271% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 10.744 | 8.182 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 209B | 0% |
| Annual Yield % from dividends | 1.00 | 1.30 | 77% |
| Returns for 1 year | 9.02 | 6.04 | 149% |
| Returns for 3 years | 37.97 | 32.61 | 116% |
| Returns for 5 years | 55.83 | 41.73 | 134% |
| Returns for 10 years | N/A | 80.06 | - |
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