PNEAX
Price
$10.63
Change
+$0.14 (+1.33%)
Updated
Feb 4 closing price
Net Assets
502.55M
RWMHX
Price
$66.27
Change
+$0.26 (+0.39%)
Updated
Feb 4 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$10.63
Change+$0.14 (+1.33%)
VolumeN/A
Net Assets502.55M
American Funds Washington Mutual R5E
Price$66.27
Change+$0.26 (+0.39%)
VolumeN/A
Net Assets208.21B
PNEAX vs RWMHX Comparison Chart in %
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PNEAX vs. RWMHX commentary
Feb 06, 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 (503M). PNEAX pays higher dividends than RWMHX: PNEAX (1.97) vs RWMHX (1.36). 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 : 5.41 vs. PNEAX (1.58). RWMHX return over 5 years is better than : 37.64 vs. PNEAX (2.84).
PNEAXRWMHXPNEAX / RWMHX
Total Expense Ratio1.030.41251%
Annual Report Gross Expense Ratio1.030.41251%
Fund Existence24 years10 years-
Gain YTD6.8341.922355%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets503M208B0%
Annual Yield % from dividends1.971.36145%
Returns for 1 year1.585.4129%
Returns for 3 years5.7730.6119%
Returns for 5 years2.8437.648%
Returns for 10 years-12.9897.72-13%
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