Interact to see
Advertisement
Advertisement
AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$82.74
Change+$0.63 (+0.77%)
VolumeN/A
Net Assets743.55M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
AGIZX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AGIZX vs. RWMFX commentary
Jul 06, 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 AGIZX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. AGIZX (744M). RWMFX pays higher dividends than AGIZX: RWMFX (1.48) vs AGIZX (1.39). AGIZX was incepted earlier than RWMFX: AGIZX (13 years) vs RWMFX (23 years). AGIZX (0.64) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. AGIZX (1.53). RWMFX has a lower initial minimum investment than AGIZX: RWMFX (250) vs AGIZX (500000). AGIZX annual gain was more profitable for investors over the last year : 13.37 vs. RWMFX (7.88). AGIZX return over 5 years is better than : 108.54 vs. RWMFX (56.79).
| AGIZX | RWMFX | AGIZX / RWMFX | |
| Total Expense Ratio | 0.64 | 0.31 | 206% |
| Annual Report Gross Expense Ratio | 0.64 | 0.31 | 206% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.414 | 5.739 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 202B | 0% |
| Annual Yield % from dividends | 1.39 | 1.48 | 94% |
| Returns for 1 year | 13.37 | 7.88 | 170% |
| Returns for 3 years | 65.25 | 32.20 | 203% |
| Returns for 5 years | 108.54 | 56.79 | 191% |
| Returns for 10 years | 188.50 | 71.15 | 265% |