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AUEIX vs RWMFX
AUEIX vs RWMFX Comparison
Open Charts AUEIX vs RWMFX
AQR Large Cap Defensive Style I
Price$21.88
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets2.06B
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
AUEIX vs RWMFX Comparison Chart in %
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AUEIX vs. RWMFX commentary
Sep 09, 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 AUEIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. AUEIX (2.06B). RWMFX (1.43) and AUEIX (1.37) have matching dividends . AUEIX was incepted earlier than RWMFX: AUEIX (13 years) vs RWMFX (23 years). AUEIX (0.38) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. AUEIX (21.00). RWMFX has a lower initial minimum investment than AUEIX: RWMFX (250) vs AUEIX (5000000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. AUEIX (-11.17). RWMFX return over 5 years is better than : 50.81 vs. AUEIX (-7.50).
| AUEIX | RWMFX | AUEIX / RWMFX | |
| Total Expense Ratio | 0.38 | 0.31 | 123% |
| Annual Report Gross Expense Ratio | 0.38 | 0.31 | 123% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.103 | 8.213 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 205B | 1% |
| Annual Yield % from dividends | 1.37 | 1.43 | 96% |
| Returns for 1 year | -11.17 | 7.95 | -140% |
| Returns for 3 years | -17.62 | 34.82 | -51% |
| Returns for 5 years | -7.50 | 50.81 | -15% |
| Returns for 10 years | 67.35 | 83.34 | 81% |
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