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OIRDX vs RWMFX
OIRDX vs RWMFX Comparison
Open Charts OIRDX vs RWMFX
Invesco Rising Dividends R6
Price$28.82
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets3.35B
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
OIRDX vs RWMFX Comparison Chart in %
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OIRDX 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 OIRDX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. OIRDX (3.35B). RWMFX pays higher dividends than OIRDX: RWMFX (1.43) vs OIRDX (1.05). OIRDX was incepted earlier than RWMFX: OIRDX (14 years) vs RWMFX (23 years). OIRDX (0.65) is less costly to investors than RWMFX (0.31). OIRDX is a more actively managed with annual turnover of: 31.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than OIRDX: RWMFX (250) vs OIRDX (1000000). RWMFX annual gain was more profitable for investors over the last year : 9.85 vs. OIRDX (7.15). RWMFX return over 5 years is better than : 51.83 vs. OIRDX (37.36).
| OIRDX | RWMFX | OIRDX / RWMFX | |
| Total Expense Ratio | 0.65 | 0.31 | 210% |
| Annual Report Gross Expense Ratio | 0.65 | 0.31 | 210% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.192 | 8.475 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 205B | 2% |
| Annual Yield % from dividends | 1.05 | 1.43 | 73% |
| Returns for 1 year | 7.15 | 9.85 | 73% |
| Returns for 3 years | 27.38 | 30.71 | 89% |
| Returns for 5 years | 37.36 | 51.83 | 72% |
| Returns for 10 years | 68.23 | 85.03 | 80% |
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