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RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
Union Street Partners Value Advisor
Price$34.39
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets86.02M
RWMHX vs USPFX Comparison Chart in %
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RWMHX vs. USPFX commentary
Dec 04, 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 StrongBuy and USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. USPFX (86M). RWMHX pays higher dividends than USPFX: RWMHX (1.30) vs USPFX (0.16). 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 (7.18). 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 : 7.15 vs. RWMHX (4.61). USPFX return over 5 years is better than : 64.35 vs. RWMHX (44.05).
| 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 | 11.737 | 10.181 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 86M | 243,023% |
| Annual Yield % from dividends | 1.30 | 0.16 | 827% |
| Returns for 1 year | 4.61 | 7.15 | 64% |
| Returns for 3 years | 29.33 | 32.09 | 91% |
| Returns for 5 years | 44.05 | 64.35 | 68% |
| Returns for 10 years | 76.31 | N/A | - |
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