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RWEBX vs USPFX
RWEBX vs USPFX Comparison
Open Charts RWEBX vs USPFX
American Funds Washington Mutual R2E
Price$67.93
Change-$0.76 (-1.11%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value Advisor
Price$34.05
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets86.54M
RWEBX vs USPFX Comparison Chart in %
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RWEBX vs. USPFX commentary
Dec 14, 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 RWEBX is a StrongBuy and USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. USPFX (86.5M). RWEBX pays higher dividends than USPFX: RWEBX (0.74) vs USPFX (0.16). 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). RWEBX annual gain was more profitable for investors over the last year : 6.72 vs. USPFX (5.88). USPFX return over 5 years is better than : 63.09 vs. RWEBX (42.83).
| 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 | 12.977 | 8.824 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.5M | 241,618% |
| Annual Yield % from dividends | 0.74 | 0.16 | 471% |
| Returns for 1 year | 6.72 | 5.88 | 114% |
| Returns for 3 years | 30.56 | 33.73 | 91% |
| Returns for 5 years | 42.83 | 63.09 | 68% |
| Returns for 10 years | 79.33 | N/A | - |
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