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RWMFX vs USRTX
RWMFX vs USRTX Comparison
Open Charts RWMFX vs USRTX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Horizon Multi-Factor U.S. Equity Advisor
Price$33.62
Change-$0.66 (-1.93%)
VolumeN/A
Net Assets763.56M
RWMFX vs USRTX Comparison Chart in %
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RWMFX vs. USRTX 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 RWMFX is a Hold and USRTX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. USRTX (764M). RWMFX pays higher dividends than USRTX: RWMFX (1.45) vs USRTX (0.16). RWMFX was incepted earlier than USRTX: RWMFX (24 years) vs USRTX (6 years). USRTX (1.19) is less costly to investors than RWMFX (0.31). USRTX is a more actively managed with annual turnover of: 164.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than USRTX: RWMFX (250) vs USRTX (2500). USRTX annual gain was more profitable for investors over the last year : 8.63 vs. RWMFX (5.51). RWMFX return over 5 years is better than : 37.79 vs. USRTX (19.92).
| RWMFX | USRTX | RWMFX / USRTX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.19 | 26% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 1.520 | 3.002 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 764M | 27,225% |
| Annual Yield % from dividends | 1.45 | 0.16 | 879% |
| Returns for 1 year | 5.51 | 8.63 | 64% |
| Returns for 3 years | 30.53 | 32.96 | 93% |
| Returns for 5 years | 37.79 | 19.92 | 190% |
| Returns for 10 years | 98.02 | N/A | - |
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