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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$168.49
Change+$0.24 (+0.14%)
VolumeN/A
Net Assets405.01M
American Funds Washington Mutual R5
Price$64.68
Change+$0.17 (+0.26%)
VolumeN/A
Net Assets201.77B
BTIRX vs RWMFX Comparison Chart in %
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BTIRX vs. RWMFX commentary
Jul 16, 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: 202B vs. BTIRX (405M). RWMFX pays higher dividends than BTIRX: RWMFX (1.48) vs BTIRX (0.98). 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: 29.00 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 : 6.42 vs. BTIRX (-3.41). RWMFX return over 5 years is better than : 53.44 vs. BTIRX (-5.85).
| 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 | 7.027 | 5.936 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 202B | 0% |
| Annual Yield % from dividends | 0.98 | 1.48 | 66% |
| Returns for 1 year | -3.41 | 6.42 | -53% |
| Returns for 3 years | 1.80 | 32.94 | 5% |
| Returns for 5 years | -5.85 | 53.44 | -11% |
| Returns for 10 years | N/A | 67.39 | - |
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