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RWMHX vs USPCX
RWMHX vs USPCX Comparison
Open Charts RWMHX vs USPCX
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value C
Price$31.90
Change+$0.24 (+0.76%)
VolumeN/A
Net Assets86.63M
RWMHX vs USPCX Comparison Chart in %
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RWMHX vs. USPCX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. USPCX (86.6M). RWMHX pays higher dividends than USPCX: RWMHX (1.30) 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 : 8.84 vs. RWMHX (6.35). USPCX return over 5 years is better than : 57.61 vs. RWMHX (41.75).
| 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 | 8.199 | 10.076 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86.6M | 241,339% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 6.35 | 8.84 | 72% |
| Returns for 3 years | 32.68 | 35.69 | 92% |
| Returns for 5 years | 41.75 | 57.61 | 72% |
| Returns for 10 years | 81.49 | 129.73 | 63% |
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