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RWMHX vs USPFX
RWMHX vs USPFX Comparison
Open Charts RWMHX vs USPFX
American Funds Washington Mutual R5E
Price$66.64
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets206.71B
Union Street Partners Value Advisor
Price$33.67
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets84.19M
RWMHX vs USPFX Comparison Chart in %
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RWMHX vs. USPFX 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 USPFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 207B vs. USPFX (84.2M). RWMHX pays higher dividends than USPFX: RWMHX (1.33) vs USPFX (0.16). RWMHX was incepted earlier than USPFX: RWMHX (10 years) vs USPFX (9 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 : 8.76 vs. RWMHX (3.99). USPFX return over 5 years is better than : 80.63 vs. RWMHX (49.64).
| 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 | 9 years | - |
| Gain YTD | 9.663 | 8.824 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 84.2M | 245,843% |
| Annual Yield % from dividends | 1.33 | 0.16 | 837% |
| Returns for 1 year | 3.99 | 8.76 | 46% |
| Returns for 3 years | 41.40 | 47.17 | 88% |
| Returns for 5 years | 49.64 | 80.63 | 62% |
| Returns for 10 years | N/A | N/A | - |
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