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PNEAX vs RWMHX
PNEAX vs RWMHX Comparison
Open Charts PNEAX vs RWMHX
Virtus NFJ Dividend Value A
Price$10.10
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets493.3M
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
PNEAX vs RWMHX Comparison Chart in %
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PNEAX vs. RWMHX commentary
Dec 27, 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 PNEAX is a Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. PNEAX (493M). PNEAX pays higher dividends than RWMHX: PNEAX (1.89) vs RWMHX (1.30). 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 : 6.35 vs. PNEAX (-1.75). RWMHX return over 5 years is better than : 41.75 vs. PNEAX (1.05).
| PNEAX | RWMHX | PNEAX / RWMHX | |
| Total Expense Ratio | 1.03 | 0.41 | 251% |
| Annual Report Gross Expense Ratio | 1.03 | 0.41 | 251% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -0.796 | 8.199 | -10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 493M | 209B | 0% |
| Annual Yield % from dividends | 1.89 | 1.30 | 146% |
| Returns for 1 year | -1.75 | 6.35 | -28% |
| Returns for 3 years | 10.70 | 32.68 | 33% |
| Returns for 5 years | 1.05 | 41.75 | 3% |
| Returns for 10 years | -23.47 | 81.49 | -29% |
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