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RLUEX vs RWMFX
RLUEX vs RWMFX Comparison
Open Charts RLUEX vs RWMFX
Lazard US Equity Concentrated R6
Price$12.57
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets42M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
RLUEX vs RWMFX Comparison Chart in %
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RLUEX vs. RWMFX commentary
Jul 28, 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 RLUEX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. RLUEX (42M). RWMFX pays higher dividends than RLUEX: RWMFX (1.48) vs RLUEX (0.47). RLUEX was incepted earlier than RWMFX: RLUEX (9 years) vs RWMFX (23 years). RLUEX (0.89) is less costly to investors than RWMFX (0.31). RLUEX is a more actively managed with annual turnover of: 146.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than RLUEX: RWMFX (250) vs RLUEX (1000000). RWMFX annual gain was more profitable for investors over the last year : 9.60 vs. RLUEX (-52.95). RWMFX return over 5 years is better than : 54.74 vs. RLUEX (-73.81).
| RLUEX | RWMFX | RLUEX / RWMFX | |
| Total Expense Ratio | 0.75 | 0.31 | 242% |
| Annual Report Gross Expense Ratio | 0.89 | 0.31 | 287% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.239 | 7.001 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 204B | 0% |
| Annual Yield % from dividends | 0.47 | 1.48 | 32% |
| Returns for 1 year | -52.95 | 9.60 | -552% |
| Returns for 3 years | -74.74 | 32.33 | -231% |
| Returns for 5 years | -73.81 | 54.74 | -135% |
| Returns for 10 years | N/A | 72.42 | - |
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