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AGIZX vs RWMFX
AGIZX vs RWMFX Comparison
Open Charts AGIZX vs RWMFX
Alger Growth & Income Z
Price$78.77
Change-$0.89 (-1.12%)
VolumeN/A
Net Assets705.8M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
AGIZX vs RWMFX Comparison Chart
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AGIZX vs. RWMFX commentary
Jun 15, 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: 194B vs. AGIZX (706M). RWMFX (1.47) and AGIZX (1.41) have matching dividends . 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 : 10.08 vs. RWMFX (4.65). AGIZX return over 5 years is better than : 104.28 vs. RWMFX (51.87).
| 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 | 2.260 | 1.465 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 194B | 0% |
| Annual Yield % from dividends | 1.41 | 1.47 | 96% |
| Returns for 1 year | 10.08 | 4.65 | 217% |
| Returns for 3 years | 61.25 | 24.78 | 247% |
| Returns for 5 years | 104.28 | 51.87 | 201% |
| Returns for 10 years | 171.49 | 61.07 | 281% |
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