Interact to see
Advertisement
Advertisement
BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$161.53
Change+$1.66 (+1.04%)
VolumeN/A
Net Assets388.43M
American Funds Washington Mutual R4
Price$64.45
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets194.6B
BTIRX vs RWMEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTIRX vs. RWMEX commentary
Jun 07, 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 Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. BTIRX (388M). RWMEX pays higher dividends than BTIRX: RWMEX (1.21) vs BTIRX (1.07). 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 : 5.73 vs. BTIRX (-5.14). RWMEX return over 5 years is better than : 48.20 vs. BTIRX (-12.75).
| 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 | 1.436 | 5.861 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 195B | 0% |
| Annual Yield % from dividends | 1.07 | 1.21 | 88% |
| Returns for 1 year | -5.14 | 5.73 | -90% |
| Returns for 3 years | -11.03 | 17.87 | -62% |
| Returns for 5 years | -12.75 | 48.20 | -26% |
| Returns for 10 years | N/A | 66.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement