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BTIEX vs RWMFX
BTIEX vs RWMFX Comparison
Open Charts BTIEX vs RWMFX
DWS Equity 500 Index S
Price$151.31
Change-$4.60 (-2.95%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
BTIEX vs RWMFX Comparison Chart
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BTIEX vs. RWMFX commentary
Dec 19, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B 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 : 17.20 vs. BTIEX (8.45). RWMFX return over 5 years is better than : 39.32 vs. BTIEX (-13.44).
| 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 | 7.744 | 16.419 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 195B | 0% |
| Annual Yield % from dividends | 1.16 | 1.70 | 68% |
| Returns for 1 year | 8.45 | 17.20 | 49% |
| Returns for 3 years | -19.77 | 15.87 | -125% |
| Returns for 5 years | -13.44 | 39.32 | -34% |
| Returns for 10 years | -19.89 | 69.07 | -29% |
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