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RLUEX vs RWMFX
RLUEX vs RWMFX Comparison
Open Charts RLUEX vs RWMFX
Lazard US Equity Concentrated R6
Price$11.48
Change-$0.28 (-2.38%)
VolumeN/A
Net Assets40.56M
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
RLUEX vs RWMFX Comparison Chart
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RLUEX vs. RWMFX commentary
Jun 15, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. RLUEX (40.6M). RWMFX pays higher dividends than RLUEX: RWMFX (1.47) vs RLUEX (0.49). RLUEX was incepted earlier than RWMFX: RLUEX (9 years) vs RWMFX (23 years). RLUEX (0.94) is less costly to investors than RWMFX (0.31). RLUEX is a more actively managed with annual turnover of: 146.00 vs. RWMFX (31.00). 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 : 4.65 vs. RLUEX (-57.27). RWMFX return over 5 years is better than : 51.87 vs. RLUEX (-75.08).
| RLUEX | RWMFX | RLUEX / RWMFX | |
| Total Expense Ratio | 0.80 | 0.31 | 258% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -8.453 | 1.465 | -577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 194B | 0% |
| Annual Yield % from dividends | 0.49 | 1.47 | 33% |
| Returns for 1 year | -57.27 | 4.65 | -1,231% |
| Returns for 3 years | -75.55 | 24.78 | -305% |
| Returns for 5 years | -75.08 | 51.87 | -145% |
| Returns for 10 years | N/A | 61.07 | - |
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