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BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$145.01
Change-$7.37 (-4.84%)
VolumeN/A
Net Assets362.92M
American Funds Washington Mutual R4
Price$59.15
Change-$2.27 (-3.70%)
VolumeN/A
Net Assets187.67B
BTIRX vs RWMEX Comparison Chart
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BTIRX vs. RWMEX 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 RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 188B vs. BTIRX (363M). RWMEX pays higher dividends than BTIRX: RWMEX (1.26) vs BTIRX (1.11). BTIRX was incepted earlier than RWMEX: BTIRX (8 years) vs RWMEX (23 years). RWMEX (0.61) is less costly to investors than BTIRX (0.24). RWMEX is a more actively managed with annual turnover of: 31.00 vs. BTIRX (2.00). BTIRX has a lower initial minimum investment than RWMEX: BTIRX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 1.85 vs. BTIRX (-6.94). RWMEX return over 5 years is better than : 77.82 vs. BTIRX (7.05).
| BTIRX | RWMEX | BTIRX / RWMEX | |
| Total Expense Ratio | 0.20 | 0.61 | 33% |
| Annual Report Gross Expense Ratio | 0.24 | 0.61 | 39% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -3.317 | 0.884 | -375% |
| 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 | 1.26 | 89% |
| Returns for 1 year | -6.94 | 1.85 | -375% |
| Returns for 3 years | -22.81 | 7.69 | -297% |
| Returns for 5 years | 7.05 | 77.82 | 9% |
| Returns for 10 years | N/A | 57.84 | - |
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