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RWMHX vs USPCX
RWMHX vs USPCX Comparison
Open Charts RWMHX vs USPCX
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
Union Street Partners Value C
Price$31.26
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets84.19M
RWMHX vs USPCX Comparison Chart in %
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RWMHX vs. USPCX 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 RWMHX is a Hold and USPCX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 206B vs. USPCX (84.2M). RWMHX pays higher dividends than USPCX: RWMHX (1.33) 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 (7.18). 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 : 7.57 vs. RWMHX (3.99). USPCX return over 5 years is better than : 71.66 vs. RWMHX (49.64).
| 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 | 9.663 | 7.867 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 84.2M | 244,656% |
| Annual Yield % from dividends | 1.33 | 0.00 | - |
| Returns for 1 year | 3.99 | 7.57 | 53% |
| Returns for 3 years | 41.40 | 42.74 | 97% |
| Returns for 5 years | 49.64 | 71.66 | 69% |
| Returns for 10 years | N/A | 119.78 | - |