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RWEBX vs USPFX
RWEBX vs USPFX Comparison
Open Charts RWEBX vs USPFX
American Funds Washington Mutual R2E
Price$66.10
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.89
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets88.38M
RWEBX vs USPFX Comparison Chart in %
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RWEBX vs. USPFX commentary
Jan 15, 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 RWEBX is a Hold and USPFX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. USPFX (88.4M). USPFX pays higher dividends than RWEBX: USPFX (0.89) vs RWEBX (0.79). RWEBX was incepted earlier than USPFX: RWEBX (11 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. USPFX (7.18). RWEBX has a lower initial minimum investment than USPFX: RWEBX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 15.88 vs. RWEBX (9.12). USPFX return over 5 years is better than : 61.82 vs. RWEBX (35.86).
| RWEBX | USPFX | RWEBX / USPFX | |
| Total Expense Ratio | 1.06 | 1.15 | 92% |
| Annual Report Gross Expense Ratio | 1.06 | 1.55 | 68% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 2.132 | 2.587 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 88.4M | 235,294% |
| Annual Yield % from dividends | 0.79 | 0.89 | 89% |
| Returns for 1 year | 9.12 | 15.88 | 57% |
| Returns for 3 years | 28.67 | 34.79 | 82% |
| Returns for 5 years | 35.86 | 61.82 | 58% |
| Returns for 10 years | 95.32 | N/A | - |
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