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RWMFX vs USGRX
RWMFX vs USGRX Comparison
Open Charts RWMFX vs USGRX
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
RWMFX vs USGRX Comparison Chart in %
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RWMFX vs. USGRX 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 RWMFX is a Buy and USGRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. USGRX (2.07B). RWMFX pays higher dividends than USGRX: RWMFX (1.48) vs USGRX (0.81). RWMFX was incepted earlier than USGRX: RWMFX (23 years) vs USGRX (32 years). USGRX (0.85) is less costly to investors than RWMFX (0.31). USGRX is a more actively managed with annual turnover of: 75.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than USGRX: RWMFX (250) vs USGRX (3000). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. USGRX (-4.48). RWMFX return over 5 years is better than : 56.79 vs. USGRX (35.26).
| RWMFX | USGRX | RWMFX / USGRX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 5.739 | 7.141 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202B | 2.07B | 9,773% |
| Annual Yield % from dividends | 1.48 | 0.81 | 182% |
| Returns for 1 year | 7.88 | -4.48 | -176% |
| Returns for 3 years | 32.20 | 25.55 | 126% |
| Returns for 5 years | 56.79 | 35.26 | 161% |
| Returns for 10 years | 71.15 | 23.49 | 303% |