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IFPUX vs RWMFX
IFPUX vs RWMFX Comparison
Open Charts IFPUX vs RWMFX
Independent Franchise Partners US Equity
Price$22.59
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.69B
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
IFPUX vs RWMFX Comparison Chart in %
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IFPUX 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 IFPUX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. IFPUX (1.69B). IFPUX pays higher dividends than RWMFX: IFPUX (1.66) vs RWMFX (1.43). IFPUX was incepted earlier than RWMFX: IFPUX (14 years) vs RWMFX (23 years). IFPUX (0.66) is less costly to investors than RWMFX (0.31). RWMFX (29.00) and IFPUX (28.77) have comparable annual turnover. RWMFX has a lower initial minimum investment than IFPUX: RWMFX (250) vs IFPUX (3000000). IFPUX (8.15) and RWMFX (7.95) have marching annual gain over last year. RWMFX return over 5 years is better than : 50.81 vs. IFPUX (21.26).
| IFPUX | RWMFX | IFPUX / RWMFX | |
| Total Expense Ratio | 0.66 | 0.31 | 213% |
| Annual Report Gross Expense Ratio | 0.66 | 0.31 | 213% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 21.413 | 8.213 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 205B | 1% |
| Annual Yield % from dividends | 1.66 | 1.43 | 116% |
| Returns for 1 year | 8.15 | 7.95 | 102% |
| Returns for 3 years | 25.12 | 34.82 | 72% |
| Returns for 5 years | 21.26 | 50.81 | 42% |
| Returns for 10 years | 76.27 | 83.34 | 92% |
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