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NFJEX vs RWMHX
NFJEX vs RWMHX Comparison
Open Charts NFJEX vs RWMHX
Virtus NFJ Dividend Value Inst
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets502.55M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
NFJEX vs RWMHX Comparison Chart in %
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NFJEX vs. RWMHX commentary
Feb 05, 2026
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 NFJEX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. NFJEX (503M). NFJEX pays higher dividends than RWMHX: NFJEX (2.24) vs RWMHX (1.36). NFJEX was incepted earlier than RWMHX: NFJEX (26 years) vs RWMHX (10 years). NFJEX (0.74) is less costly to investors than RWMHX (0.41). NFJEX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than NFJEX: RWMHX (250) vs NFJEX (1000000). RWMHX annual gain was more profitable for investors over the last year : 5.40 vs. NFJEX (0.83). RWMHX return over 5 years is better than : 37.20 vs. NFJEX (3.79).
| NFJEX | RWMHX | NFJEX / RWMHX | |
| Total Expense Ratio | 0.70 | 0.41 | 171% |
| Annual Report Gross Expense Ratio | 0.74 | 0.41 | 180% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 5.545 | 1.523 | 364% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 208B | 0% |
| Annual Yield % from dividends | 2.24 | 1.36 | 165% |
| Returns for 1 year | 0.83 | 5.40 | 15% |
| Returns for 3 years | 5.69 | 30.10 | 19% |
| Returns for 5 years | 3.79 | 37.20 | 10% |
| Returns for 10 years | -6.93 | 96.94 | -7% |
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