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BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$152.20
Change-$0.08 (-0.05%)
VolumeN/A
Net Assets376.59M
American Funds Washington Mutual R4
Price$61.15
Change-$0.16 (-0.26%)
VolumeN/A
Net Assets186.59B
BTIRX vs RWMEX Comparison Chart
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BTIRX vs. RWMEX commentary
May 10, 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: 187B vs. BTIRX (377M). RWMEX pays higher dividends than BTIRX: RWMEX (1.27) vs BTIRX (1.12). 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 : 1.62 vs. BTIRX (-7.13). RWMEX return over 5 years is better than : 53.60 vs. BTIRX (-9.24).
| 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 | -3.380 | 0.441 | -767% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 187B | 0% |
| Annual Yield % from dividends | 1.12 | 1.27 | 88% |
| Returns for 1 year | -7.13 | 1.62 | -441% |
| Returns for 3 years | -11.71 | 16.66 | -70% |
| Returns for 5 years | -9.24 | 53.60 | -17% |
| Returns for 10 years | N/A | 56.42 | - |
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