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NFJEX vs RWMHX
NFJEX vs RWMHX Comparison
Open Charts NFJEX vs RWMHX
Virtus NFJ Dividend Value Inst
Price$10.41
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets494.71M
American Funds Washington Mutual R5E
Price$66.43
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
NFJEX vs RWMHX Comparison Chart in %
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NFJEX vs. RWMHX commentary
Jan 15, 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 (495M). NFJEX pays higher dividends than RWMHX: NFJEX (2.32) vs RWMHX (1.38). 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 : 9.89 vs. NFJEX (1.08). RWMHX return over 5 years is better than : 39.60 vs. NFJEX (1.80).
| 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 | 3.069 | 2.169 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 208B | 0% |
| Annual Yield % from dividends | 2.32 | 1.38 | 168% |
| Returns for 1 year | 1.08 | 9.89 | 11% |
| Returns for 3 years | 5.93 | 31.32 | 19% |
| Returns for 5 years | 1.80 | 39.60 | 5% |
| Returns for 10 years | -7.64 | 101.22 | -8% |
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