Interact to see
Advertisement
Advertisement
RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
American Funds Washington Mutual R5E
Price$66.73
Change-$0.95 (-1.40%)
VolumeN/A
Net Assets209.34B
Union Street Partners Value Advisor
Price$33.83
Change-$0.44 (-1.28%)
VolumeN/A
Net Assets84.57M
RWMHX vs USPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMHX vs. USPFX commentary
Nov 14, 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 Buy and USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. USPFX (84.6M). RWMHX pays higher dividends than USPFX: RWMHX (1.33) 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 : 10.66 vs. RWMHX (5.16). USPFX return over 5 years is better than : 76.32 vs. RWMHX (46.83).
| 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 | 11.375 | 10.763 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 84.6M | 247,045% |
| Annual Yield % from dividends | 1.33 | 0.16 | 834% |
| Returns for 1 year | 5.16 | 10.66 | 48% |
| Returns for 3 years | 32.41 | 34.27 | 95% |
| Returns for 5 years | 46.83 | 76.32 | 61% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement