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BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$162.49
Change-$0.63 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R4
Price$65.27
Change-$0.51 (-0.78%)
VolumeN/A
CapitalizationN/A
BTIRX vs RWMEX Comparison Chart
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BTIRX vs. RWMEX commentary
Dec 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 196B vs. BTIRX (341M). 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 : 16.82 vs. BTIRX (9.21). RWMEX return over 5 years is better than : 37.99 vs. BTIRX (-11.16).
| 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 | 8.501 | 16.062 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 196B | 0% |
| Annual Yield % from dividends | 1.21 | 1.45 | 83% |
| Returns for 1 year | 9.21 | 16.82 | 55% |
| Returns for 3 years | -18.29 | 15.09 | -121% |
| Returns for 5 years | -11.16 | 37.99 | -29% |
| Returns for 10 years | N/A | 67.00 | - |
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