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RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
Union Street Partners Value Advisor
Price$34.80
Change+$1.14 (+3.39%)
VolumeN/A
Net Assets87.59M
RWMHX vs USPFX Comparison Chart in %
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RWMHX vs. USPFX 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 RWMHX is a Hold and USPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. USPFX (87.6M). RWMHX pays higher dividends than USPFX: RWMHX (1.36) vs USPFX (0.88). RWMHX was incepted earlier than USPFX: RWMHX (10 years) vs USPFX (10 years). USPFX (1.55) is less costly to investors than RWMHX (0.41). RWMHX is a more actively managed with annual turnover of: 29.00 vs. USPFX (12.93). RWMHX has a lower initial minimum investment than USPFX: RWMHX (250) vs USPFX (2500). USPFX annual gain was more profitable for investors over the last year : 12.36 vs. RWMHX (5.40). USPFX return over 5 years is better than : 58.33 vs. RWMHX (37.20).
| RWMHX | USPFX | RWMHX / USPFX | |
| Total Expense Ratio | 0.41 | 1.15 | 36% |
| Annual Report Gross Expense Ratio | 0.41 | 1.55 | 26% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 1.523 | 2.323 | 66% |
| 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 | 0.88 | 155% |
| Returns for 1 year | 5.40 | 12.36 | 44% |
| Returns for 3 years | 30.10 | 31.60 | 95% |
| Returns for 5 years | 37.20 | 58.33 | 64% |
| Returns for 10 years | 96.94 | N/A | - |
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