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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$163.17
Change+$0.85 (+0.52%)
VolumeN/A
Net Assets393.17M
American Funds Washington Mutual R5
Price$64.15
Change+$0.49 (+0.77%)
VolumeN/A
Net Assets195.11B
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX commentary
Jan 31, 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 StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. BTIRX (393M). 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 : 12.96 vs. BTIRX (6.62). RWMFX return over 5 years is better than : 42.43 vs. BTIRX (-11.93).
| 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 | 2.734 | 4.258 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 195B | 0% |
| Annual Yield % from dividends | 1.21 | 1.70 | 71% |
| Returns for 1 year | 6.62 | 12.96 | 51% |
| Returns for 3 years | -16.56 | 14.51 | -114% |
| Returns for 5 years | -11.93 | 42.43 | -28% |
| Returns for 10 years | N/A | 69.42 | - |
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