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ESGIX vs RWMFX
ESGIX vs RWMFX Comparison
Open Charts ESGIX vs RWMFX
Dana Epiphany Equity Inst
Price$17.32
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets74.35M
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
ESGIX vs RWMFX Comparison Chart in %
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ESGIX vs. RWMFX commentary
Sep 08, 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 ESGIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. ESGIX (74.4M). RWMFX pays higher dividends than ESGIX: RWMFX (1.43) vs ESGIX (0.29). ESGIX was incepted earlier than RWMFX: ESGIX (18 years) vs RWMFX (23 years). ESGIX (1.01) is less costly to investors than RWMFX (0.31). ESGIX is a more actively managed with annual turnover of: 37.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than ESGIX: RWMFX (250) vs ESGIX (1000000). ESGIX annual gain was more profitable for investors over the last year : 18.09 vs. RWMFX (7.95). ESGIX return over 5 years is better than : 65.71 vs. RWMFX (50.81).
| ESGIX | RWMFX | ESGIX / RWMFX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 1.01 | 0.31 | 326% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 12.074 | 8.213 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 205B | 0% |
| Annual Yield % from dividends | 0.29 | 1.43 | 20% |
| Returns for 1 year | 18.09 | 7.95 | 228% |
| Returns for 3 years | 49.10 | 34.82 | 141% |
| Returns for 5 years | 65.71 | 50.81 | 129% |
| Returns for 10 years | 61.90 | 83.34 | 74% |
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