BFSIX
Price
$27.50
Change
-$0.17 (-0.61%)
Updated
Sep 25 closing price
Net Assets
N/A
RWMFX
Price
$66.35
Change
-$0.38 (-0.57%)
Updated
Sep 25 closing price
Net Assets
207.3B
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BFSIX vs RWMFX

Header iconBFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFXBanner chart's image
BFS Equity Institutional
Price$27.50
Change-$0.17 (-0.61%)
VolumeN/A
Net AssetsN/A
American Funds Washington Mutual R5
Price$66.35
Change-$0.38 (-0.57%)
VolumeN/A
Net Assets207.3B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX commentary
Sep 27, 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 BFSIX is a Hold and RWMFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMFX pays higher dividends than BFSIX: RWMFX (1.43) vs BFSIX (0.44). BFSIX was incepted earlier than RWMFX: BFSIX (12 years) vs RWMFX (23 years). BFSIX (1.21) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). RWMFX has a lower initial minimum investment than BFSIX: RWMFX (250) vs BFSIX (1000). BFSIX annual gain was more profitable for investors over the last year : 11.61 vs. RWMFX (5.42). BFSIX (58.11) and RWMFX (56.65) have equivalent 5 years return.
BFSIXRWMFXBFSIX / RWMFX
Total Expense Ratio0.990.31319%
Annual Report Gross Expense Ratio1.210.31390%
Fund Existence12 years23 years-
Gain YTD11.4389.070126%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net AssetsN/A207B-
Annual Yield % from dividends0.441.4331%
Returns for 1 year11.615.42214%
Returns for 3 years65.6145.07146%
Returns for 5 years58.1156.65103%
Returns for 10 years164.9393.54176%
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