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RWEBX vs USPFX
RWEBX vs USPFX Comparison
Open Charts RWEBX vs USPFX
American Funds Washington Mutual R2E
Price$65.66
Change-$1.07 (-1.60%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.80
Change+$1.14 (+3.39%)
VolumeN/A
Net Assets87.59M
RWEBX vs USPFX Comparison Chart in %
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RWEBX vs. USPFX commentary
Feb 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 208B vs. USPFX (87.6M). USPFX pays higher dividends than RWEBX: USPFX (0.88) vs RWEBX (0.78). 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 (12.93). 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 : 12.36 vs. RWEBX (4.66). USPFX return over 5 years is better than : 58.33 vs. RWEBX (33.53).
| 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 | 1.452 | 2.323 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 87.6M | 237,443% |
| Annual Yield % from dividends | 0.78 | 0.88 | 89% |
| Returns for 1 year | 4.66 | 12.36 | 38% |
| Returns for 3 years | 27.48 | 31.60 | 87% |
| Returns for 5 years | 33.53 | 58.33 | 57% |
| Returns for 10 years | 91.10 | N/A | - |
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