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RWMFX vs WVALX
RWMFX vs WVALX Comparison
Open Charts RWMFX vs WVALX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
Weitz Large Cap Equity-Investor Cl
Price$41.50
Change-$10.81 (-20.67%)
VolumeN/A
Net Assets735.35M
RWMFX vs WVALX Comparison Chart in %
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RWMFX vs. WVALX 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 WVALX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. WVALX (735M). RWMFX pays higher dividends than WVALX: RWMFX (1.45) vs WVALX (0.00). RWMFX was incepted earlier than WVALX: RWMFX (24 years) vs WVALX (40 years). WVALX (1.03) is less costly to investors than RWMFX (0.31). WVALX is a more actively managed with annual turnover of: 31.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than WVALX: RWMFX (250) vs WVALX (2500). RWMFX annual gain was more profitable for investors over the last year : 5.51 vs. WVALX (-24.66). RWMFX return over 5 years is better than : 37.79 vs. WVALX (-20.15).
| RWMFX | WVALX | RWMFX / WVALX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 1.520 | -3.421 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 735M | 28,299% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | 5.51 | -24.66 | -22% |
| Returns for 3 years | 30.53 | -9.80 | -311% |
| Returns for 5 years | 37.79 | -20.15 | -188% |
| Returns for 10 years | 98.02 | 14.58 | 672% |
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