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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$162.49
Change-$0.63 (-0.39%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX 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 RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. BTIRX (341M). RWMFX pays higher dividends than BTIRX: RWMFX (1.70) vs BTIRX (1.21). BTIRX was incepted earlier than RWMFX: BTIRX (8 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 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 : 17.20 vs. BTIRX (9.21). RWMFX return over 5 years is better than : 39.32 vs. BTIRX (-11.16).
| BTIRX | RWMFX | BTIRX / RWMFX | |
| 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 | 16.419 | 52% |
| 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 | 1.70 | 71% |
| Returns for 1 year | 9.21 | 17.20 | 54% |
| Returns for 3 years | -18.29 | 15.87 | -115% |
| Returns for 5 years | -11.16 | 39.32 | -28% |
| Returns for 10 years | N/A | 69.07 | - |
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