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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$145.01
Change-$7.37 (-4.84%)
VolumeN/A
Net Assets362.92M
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
BTIRX vs RWMFX Comparison Chart
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BTIRX vs. RWMFX commentary
Apr 05, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. BTIRX (363M). RWMFX pays higher dividends than BTIRX: RWMFX (1.53) vs BTIRX (1.11). 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 : 2.19 vs. BTIRX (-6.94). RWMFX return over 5 years is better than : 79.80 vs. BTIRX (7.05).
| 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 | -3.317 | 0.955 | -347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 188B | 0% |
| Annual Yield % from dividends | 1.11 | 1.53 | 73% |
| Returns for 1 year | -6.94 | 2.19 | -317% |
| Returns for 3 years | -22.81 | 8.51 | -268% |
| Returns for 5 years | 7.05 | 79.80 | 9% |
| Returns for 10 years | N/A | 59.99 | - |
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