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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$152.20
Change-$0.08 (-0.05%)
VolumeN/A
Net Assets376.59M
American Funds Washington Mutual R5
Price$61.62
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets186.59B
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX commentary
May 10, 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: 187B vs. BTIRX (377M). RWMFX pays higher dividends than BTIRX: RWMFX (1.54) vs BTIRX (1.12). 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 : 1.99 vs. BTIRX (-7.13). RWMFX return over 5 years is better than : 55.37 vs. BTIRX (-9.24).
| 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 | -3.380 | 0.547 | -618% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 187B | 0% |
| Annual Yield % from dividends | 1.12 | 1.54 | 73% |
| Returns for 1 year | -7.13 | 1.99 | -358% |
| Returns for 3 years | -11.71 | 17.60 | -67% |
| Returns for 5 years | -9.24 | 55.37 | -17% |
| Returns for 10 years | N/A | 58.57 | - |