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BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$163.17
Change+$0.85 (+0.52%)
VolumeN/A
Net Assets393.17M
American Funds Washington Mutual R4
Price$63.67
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets195.11B
BTIRX vs RWMEX Comparison Chart
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BTIRX vs. RWMEX commentary
Jan 31, 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 StrongBuy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. BTIRX (393M). RWMEX pays higher dividends than BTIRX: RWMEX (1.45) vs BTIRX (1.21). BTIRX was incepted earlier than RWMEX: BTIRX (8 years) vs RWMEX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 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 : 12.58 vs. BTIRX (6.62). RWMEX return over 5 years is better than : 40.99 vs. BTIRX (-11.93).
| BTIRX | RWMEX | BTIRX / RWMEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 2.734 | 4.240 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 195B | 0% |
| Annual Yield % from dividends | 1.21 | 1.45 | 83% |
| Returns for 1 year | 6.62 | 12.58 | 53% |
| Returns for 3 years | -16.56 | 13.70 | -121% |
| Returns for 5 years | -11.93 | 40.99 | -29% |
| Returns for 10 years | N/A | 67.25 | - |
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