Ad is loading...
Ad is loading...
BTIEX vs RWMFX
BTIEX vs RWMFX Comparison
Open Charts BTIEX vs RWMFX
DWS Equity 500 Index S
Price$177.85
Change-$2.36 (-1.31%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
BTIEX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTIEX vs. RWMFX commentary
Nov 17, 2024
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 BTIEX is a StrongSell and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. BTIEX (395M). RWMFX pays higher dividends than BTIEX: RWMFX (1.70) vs BTIEX (1.16). BTIEX was incepted earlier than RWMFX: BTIEX (32 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. BTIEX (2.00). RWMFX has a lower initial minimum investment than BTIEX: RWMFX (250) vs BTIEX (2500). RWMFX annual gain was more profitable for investors over the last year : 18.45 vs. BTIEX (3.37). RWMFX return over 5 years is better than : 39.08 vs. BTIEX (-7.57).
| BTIEX | RWMFX | BTIEX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 22.557 | 13.710 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 191B | 0% |
| Annual Yield % from dividends | 1.16 | 1.70 | 68% |
| Returns for 1 year | 3.37 | 18.45 | 18% |
| Returns for 3 years | -20.44 | 10.88 | -188% |
| Returns for 5 years | -7.57 | 39.08 | -19% |
| Returns for 10 years | -10.90 | 58.37 | -19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| INRSX | 17.24 | -0.05 | -0.29% |
| Delaware Ivy Natural Resources R6 | |||
| GEBCX | 9.75 | -0.03 | -0.31% |
| Goldman Sachs ESG Em Mkts Eq C | |||
| TEQKX | 11.10 | -0.04 | -0.36% |
| Nuveen Emerging Markets Eq Idx A | |||
| FCLCX | 40.11 | -0.23 | -0.57% |
| Fidelity Advisor Industrials C | |||
| FZADX | 25.79 | -0.29 | -1.11% |
| Fidelity Advisor Dividend Growth Z | |||