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AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$85.14
Change-$0.50 (-0.58%)
VolumeN/A
Net Assets719.02M
American Funds Washington Mutual R5
Price$65.43
Change-$0.15 (-0.23%)
VolumeN/A
Net Assets203.49B
AGIZX vs RWMFX Comparison Chart in %
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AGIZX vs. RWMFX commentary
Aug 18, 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: 203B vs. AGIZX (719M). RWMFX pays higher dividends than AGIZX: RWMFX (1.46) vs AGIZX (1.35). 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 : 16.48 vs. RWMFX (6.61). AGIZX return over 5 years is better than : 99.23 vs. RWMFX (49.87).
| 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 | 10.530 | 7.164 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 203B | 0% |
| Annual Yield % from dividends | 1.35 | 1.46 | 92% |
| Returns for 1 year | 16.48 | 6.61 | 249% |
| Returns for 3 years | 54.54 | 24.20 | 225% |
| Returns for 5 years | 99.23 | 49.87 | 199% |
| Returns for 10 years | 195.71 | 70.91 | 276% |
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