PNEAX
Price
$10.31
Change
+$0.06 (+0.59%)
Updated
Jan 15 closing price
Net Assets
494.71M
RWMHX
Price
$66.71
Change
+$0.28 (+0.42%)
Updated
Jan 15 closing price
Net Assets
208.21B
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PNEAX vs RWMHX

Header iconPNEAX vs RWMHX Comparison
Open Charts PNEAX vs RWMHXBanner chart's image
Virtus NFJ Dividend Value A
Price$10.31
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets494.71M
American Funds Washington Mutual R5E
Price$66.71
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets208.21B
PNEAX vs RWMHX Comparison Chart in %
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PNEAX vs. RWMHX commentary
Jan 16, 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 PNEAX is a Hold and RWMHX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. PNEAX (495M). PNEAX pays higher dividends than RWMHX: PNEAX (2.05) vs RWMHX (1.38). PNEAX was incepted earlier than RWMHX: PNEAX (24 years) vs RWMHX (10 years). PNEAX (1.03) is less costly to investors than RWMHX (0.41). PNEAX is a more actively managed with annual turnover of: 36.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than PNEAX: RWMHX (250) vs PNEAX (2500). RWMHX annual gain was more profitable for investors over the last year : 9.89 vs. PNEAX (0.68). RWMHX return over 5 years is better than : 39.60 vs. PNEAX (-0.31).
PNEAXRWMHXPNEAX / RWMHX
Total Expense Ratio1.030.41251%
Annual Report Gross Expense Ratio1.030.41251%
Fund Existence24 years10 years-
Gain YTD3.0152.169139%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets495M208B0%
Annual Yield % from dividends2.051.38148%
Returns for 1 year0.689.897%
Returns for 3 years4.6131.3215%
Returns for 5 years-0.3139.60-1%
Returns for 10 years-14.78101.22-15%
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