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CWMAX vs VFIAX
CWMAX vs VFIAX Comparison
Open Charts CWMAX vs VFIAX
American Funds Washington Mutual 529A
Price$61.60
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets185.2B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
CWMAX vs VFIAX Comparison Chart
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CWMAX vs. VFIAX commentary
May 09, 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 CWMAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. CWMAX (185B). VFIAX pays higher dividends than CWMAX: VFIAX (1.36) vs CWMAX (1.28). CWMAX was incepted earlier than VFIAX: CWMAX (23 years) vs VFIAX (25 years). CWMAX (0.60) is less costly to investors than VFIAX (0.04). CWMAX is a more actively managed with annual turnover of: 31.00 vs. VFIAX (2.00). CWMAX has a lower initial minimum investment than VFIAX: CWMAX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. CWMAX (2.39). VFIAX return over 5 years is better than : 92.14 vs. CWMAX (58.72).
| CWMAX | VFIAX | CWMAX / VFIAX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 0.348 | -4.178 | -8% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 1.34T | 14% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 2.39 | 8.60 | 28% |
| Returns for 3 years | 15.50 | 41.15 | 38% |
| Returns for 5 years | 58.72 | 92.14 | 64% |
| Returns for 10 years | 75.83 | 167.68 | 45% |
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