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BTIRX vs RWEBX
BTIRX vs RWEBX Comparison
Open Charts BTIRX vs RWEBX
DWS Equity 500 Index R6
Price$145.01
Change-$7.37 (-4.84%)
VolumeN/A
Net Assets362.92M
American Funds Washington Mutual R2E
Price$59.23
Change-$2.27 (-3.69%)
VolumeN/A
Net Assets187.67B
BTIRX vs RWEBX Comparison Chart
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BTIRX vs. RWEBX commentary
Apr 05, 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 BTIRX is a Hold and RWEBX is a Buy.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 188B vs. BTIRX (363M). BTIRX pays higher dividends than RWEBX: BTIRX (1.11) vs RWEBX (0.83). BTIRX was incepted earlier than RWEBX: BTIRX (8 years) vs RWEBX (11 years). RWEBX (1.06) is less costly to investors than BTIRX (0.24). RWEBX is a more actively managed with annual turnover of: 31.00 vs. BTIRX (2.00). BTIRX has a lower initial minimum investment than RWEBX: BTIRX (0) vs RWEBX (250). RWEBX annual gain was more profitable for investors over the last year : 1.38 vs. BTIRX (-6.94). RWEBX return over 5 years is better than : 75.23 vs. BTIRX (7.05).
| BTIRX | RWEBX | BTIRX / RWEBX | |
| Total Expense Ratio | 0.20 | 1.06 | 19% |
| Annual Report Gross Expense Ratio | 0.24 | 1.06 | 23% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -3.317 | 0.766 | -433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 188B | 0% |
| Annual Yield % from dividends | 1.11 | 0.83 | 135% |
| Returns for 1 year | -6.94 | 1.38 | -502% |
| Returns for 3 years | -22.81 | 6.61 | -345% |
| Returns for 5 years | 7.05 | 75.23 | 9% |
| Returns for 10 years | N/A | 55.09 | - |
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