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IWEDX vs RWMHX
IWEDX vs RWMHX Comparison
Open Charts IWEDX vs RWMHX
Voya Large Cap Value W
Price$14.50
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets815.54M
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
IWEDX vs RWMHX Comparison Chart in %
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IWEDX vs. RWMHX commentary
Dec 04, 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 IWEDX is a Buy and RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. IWEDX (816M). RWMHX pays higher dividends than IWEDX: RWMHX (1.30) vs IWEDX (0.98). IWEDX was incepted earlier than RWMHX: IWEDX (17 years) vs RWMHX (10 years). IWEDX (0.86) is less costly to investors than RWMHX (0.41). IWEDX is a more actively managed with annual turnover of: 100.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than IWEDX: RWMHX (250) vs IWEDX (1000). RWMHX annual gain was more profitable for investors over the last year : 4.61 vs. IWEDX (-5.99). RWMHX return over 5 years is better than : 44.05 vs. IWEDX (19.85).
| IWEDX | RWMHX | IWEDX / RWMHX | |
| Total Expense Ratio | 0.85 | 0.41 | 207% |
| Annual Report Gross Expense Ratio | 0.86 | 0.41 | 210% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 11.916 | 11.737 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 209B | 0% |
| Annual Yield % from dividends | 0.98 | 1.30 | 76% |
| Returns for 1 year | -5.99 | 4.61 | -130% |
| Returns for 3 years | 10.89 | 29.33 | 37% |
| Returns for 5 years | 19.85 | 44.05 | 45% |
| Returns for 10 years | 34.35 | 76.31 | 45% |
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