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RWMHX vs USPCX
RWMHX vs USPCX Comparison
Open Charts RWMHX vs USPCX
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value C
Price$32.46
Change+$1.21 (+3.87%)
VolumeN/A
Net Assets87.59M
RWMHX vs USPCX Comparison Chart in %
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RWMHX vs. USPCX commentary
Feb 04, 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 RWMHX is a Hold and USPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. USPCX (87.6M). RWMHX pays higher dividends than USPCX: RWMHX (1.36) vs USPCX (0.00). RWMHX was incepted earlier than USPCX: RWMHX (10 years) vs USPCX (15 years). USPCX (2.45) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. USPCX (12.93). RWMHX has a lower initial minimum investment than USPCX: RWMHX (250) vs USPCX (2500). USPCX annual gain was more profitable for investors over the last year : 11.01 vs. RWMHX (5.40). USPCX return over 5 years is better than : 50.28 vs. RWMHX (37.20).
| RWMHX | USPCX | RWMHX / USPCX | |
| Total Expense Ratio | 0.41 | 2.15 | 19% |
| Annual Report Gross Expense Ratio | 0.41 | 2.45 | 17% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 1.523 | 2.236 | 68% |
| 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 | 1.36 | 0.00 | - |
| Returns for 1 year | 5.40 | 11.01 | 49% |
| Returns for 3 years | 30.10 | 27.44 | 110% |
| Returns for 5 years | 37.20 | 50.28 | 74% |
| Returns for 10 years | 96.94 | 161.19 | 60% |
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