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BTIIX
Price
$187.47
Change
+$0.65 (+0.35%)
Updated
Nov 22 closing price
RWMFX
Price
$65.36
Change
+$0.40 (+0.62%)
Updated
Nov 22 closing price
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BTIIX vs RWMFX

Header iconBTIIX vs RWMFX Comparison
Open Charts BTIIX vs RWMFXBanner chart's image
DWS Equity 500 Index Inst
Price$187.47
Change+$0.65 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.36
Change+$0.40 (+0.62%)
VolumeN/A
CapitalizationN/A
BTIIX vs RWMFX Comparison Chart
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BTIIX vs. RWMFX commentary
Nov 23, 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 BTIIX is a StrongSell and RWMFX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. BTIIX (400M). RWMFX pays higher dividends than BTIIX: RWMFX (1.70) vs BTIIX (1.21). BTIIX was incepted earlier than RWMFX: BTIIX (32 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. BTIIX (2.00). RWMFX has a lower initial minimum investment than BTIIX: RWMFX (250) vs BTIIX (1000000). RWMFX annual gain was more profitable for investors over the last year : 18.39 vs. BTIIX (4.49). RWMFX return over 5 years is better than : 41.04 vs. BTIIX (-3.99).
BTIIXRWMFXBTIIX / RWMFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years23 years-
Gain YTD24.34414.985162%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets400M193B0%
Annual Yield % from dividends1.211.7071%
Returns for 1 year4.4918.3924%
Returns for 3 years-17.8413.11-136%
Returns for 5 years-3.9941.04-10%
Returns for 10 years-7.7159.01-13%
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