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RLUEX vs RWMFX
RLUEX vs RWMFX Comparison
Open Charts RLUEX vs RWMFX
Lazard US Equity Concentrated R6
Price$12.29
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets41.84M
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
RLUEX vs RWMFX Comparison Chart in %
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RLUEX vs. RWMFX commentary
Jul 07, 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: 202B vs. RLUEX (41.8M). 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 (0.94) 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 : 7.88 vs. RLUEX (-55.11). RWMFX return over 5 years is better than : 56.79 vs. RLUEX (-73.81).
| 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 | -1.994 | 5.739 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 202B | 0% |
| Annual Yield % from dividends | 0.47 | 1.48 | 32% |
| Returns for 1 year | -55.11 | 7.88 | -700% |
| Returns for 3 years | -74.47 | 32.20 | -231% |
| Returns for 5 years | -73.81 | 56.79 | -130% |
| Returns for 10 years | N/A | 71.15 | - |