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AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$84.09
Change+$0.25 (+0.30%)
VolumeN/A
Net Assets719.7M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
AGIZX vs RWMFX Comparison Chart in %
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AGIZX vs. RWMFX commentary
Jul 27, 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: 204B vs. AGIZX (720M). 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: 29.00 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 : 18.09 vs. RWMFX (9.60). AGIZX return over 5 years is better than : 107.23 vs. RWMFX (54.74).
| 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 | 9.167 | 7.001 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 720M | 204B | 0% |
| Annual Yield % from dividends | 1.39 | 1.48 | 94% |
| Returns for 1 year | 18.09 | 9.60 | 189% |
| Returns for 3 years | 64.74 | 32.33 | 200% |
| Returns for 5 years | 107.23 | 54.74 | 196% |
| Returns for 10 years | 191.63 | 72.42 | 265% |
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