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CWMAX vs VFINX
CWMAX vs VFINX Comparison
Open Charts CWMAX vs VFINX
American Funds Washington Mutual 529A
Price$67.03
Change+$0.51 (+0.77%)
VolumeN/A
Net Assets206.56B
Vanguard 500 Index Investor
Price$609.34
Change+$5.13 (+0.85%)
VolumeN/A
Net Assets1.37T
CWMAX vs VFINX Comparison Chart in %
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CWMAX vs. VFINX commentary
Sep 13, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. CWMAX (207B). CWMAX pays higher dividends than VFINX: CWMAX (1.19) vs VFINX (1.07). CWMAX was incepted earlier than VFINX: CWMAX (24 years) vs VFINX (49 years). CWMAX (0.59) is less costly to investors than VFINX (0.14). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CWMAX: VFINX (0) vs CWMAX (250). VFINX annual gain was more profitable for investors over the last year : 17.66 vs. CWMAX (9.20). VFINX return over 5 years is better than : 95.56 vs. CWMAX (58.51).
| CWMAX | VFINX | CWMAX / VFINX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | 9.942 | 11.328 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 1.37T | 15% |
| Annual Yield % from dividends | 1.19 | 1.07 | 111% |
| Returns for 1 year | 9.20 | 17.66 | 52% |
| Returns for 3 years | 32.24 | 58.94 | 55% |
| Returns for 5 years | 58.51 | 95.56 | 61% |
| Returns for 10 years | 109.84 | 234.32 | 47% |