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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$184.26
Change-$2.44 (-1.31%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX commentary
Nov 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 StrongSell and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. BTIRX (395M). 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 : 18.45 vs. BTIRX (4.20). RWMFX return over 5 years is better than : 39.08 vs. BTIRX (-5.57).
| 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 | 22.673 | 13.710 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 191B | 0% |
| Annual Yield % from dividends | 1.21 | 1.70 | 71% |
| Returns for 1 year | 4.20 | 18.45 | 23% |
| Returns for 3 years | -19.23 | 10.88 | -177% |
| Returns for 5 years | -5.57 | 39.08 | -14% |
| Returns for 10 years | N/A | 58.37 | - |
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