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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$161.53
Change+$1.66 (+1.04%)
VolumeN/A
Net Assets388.43M
American Funds Washington Mutual R5
Price$64.97
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. BTIRX (388M). RWMFX pays higher dividends than BTIRX: RWMFX (1.47) vs BTIRX (1.07). BTIRX was incepted earlier than RWMFX: BTIRX (8 years) vs RWMFX (23 years). RWMFX (0.31) is less costly to investors than BTIRX (0.24). RWMFX is a more actively managed with annual turnover of: 31.00 vs. BTIRX (2.00). BTIRX has a lower initial minimum investment than RWMFX: BTIRX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 6.12 vs. BTIRX (-5.14). RWMFX return over 5 years is better than : 49.94 vs. BTIRX (-12.75).
| BTIRX | RWMFX | BTIRX / RWMFX | |
| Total Expense Ratio | 0.20 | 0.31 | 65% |
| Annual Report Gross Expense Ratio | 0.24 | 0.31 | 77% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 1.436 | 6.014 | 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 | 1.47 | 72% |
| Returns for 1 year | -5.14 | 6.12 | -84% |
| Returns for 3 years | -11.03 | 18.81 | -59% |
| Returns for 5 years | -12.75 | 49.94 | -26% |
| Returns for 10 years | N/A | 69.11 | - |
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