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RWEBX vs WTRCX
RWEBX vs WTRCX Comparison
Open Charts RWEBX vs WTRCX
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
Macquarie Core Equity Fund
Price$13.26
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets3.86B
RWEBX vs WTRCX Comparison Chart in %
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RWEBX vs. WTRCX commentary
Oct 19, 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 Hold and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. WTRCX (3.86B). RWEBX pays higher dividends than WTRCX: RWEBX (0.76) vs WTRCX (0.00). RWEBX was incepted earlier than WTRCX: RWEBX (11 years) vs WTRCX (33 years). WTRCX (1.76) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. WTRCX (24.00). RWEBX has a lower initial minimum investment than WTRCX: RWEBX (250) vs WTRCX (1000). RWEBX annual gain was more profitable for investors over the last year : 3.29 vs. WTRCX (-4.67). RWEBX return over 5 years is better than : 45.88 vs. WTRCX (0.78).
| RWEBX | WTRCX | RWEBX / WTRCX | |
| Total Expense Ratio | 1.06 | 1.74 | 61% |
| Annual Report Gross Expense Ratio | 1.06 | 1.76 | 60% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 9.079 | 13.722 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 3.86B | 5,341% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 3.29 | -4.67 | -70% |
| Returns for 3 years | 38.78 | 9.93 | 390% |
| Returns for 5 years | 45.88 | 0.78 | 5,876% |
| Returns for 10 years | 73.45 | 8.72 | 843% |