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BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$26.37
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets62.53M
American Funds Washington Mutual R5
Price$64.39
Change-$0.13 (-0.20%)
VolumeN/A
Net Assets200.91B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX commentary
Aug 08, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 201B vs. BFSIX (62.5M). RWMFX pays higher dividends than BFSIX: RWMFX (1.46) vs BFSIX (0.45). 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 (22.31). 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 : 15.44 vs. RWMFX (10.74). BFSIX (49.21) and RWMFX (49.09) have equivalent 5 years return.
| BFSIX | RWMFX | BFSIX / RWMFX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 1.21 | 0.31 | 390% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 5.638 | 5.461 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.5M | 201B | 0% |
| Annual Yield % from dividends | 0.45 | 1.46 | 31% |
| Returns for 1 year | 15.44 | 10.74 | 144% |
| Returns for 3 years | 43.00 | 26.48 | 162% |
| Returns for 5 years | 49.21 | 49.09 | 100% |
| Returns for 10 years | 128.90 | 67.90 | 190% |
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