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CWMAX vs VFINX
CWMAX vs VFINX Comparison
Open Charts CWMAX vs VFINX
American Funds Washington Mutual 529A
Price$61.60
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets185.2B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
CWMAX vs VFINX Comparison Chart
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CWMAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. CWMAX (185B). CWMAX (1.28) and VFINX (1.25) have matching dividends . CWMAX was incepted earlier than VFINX: CWMAX (23 years) vs VFINX (49 years). CWMAX (0.60) is less costly to investors than VFINX (0.14). CWMAX is a more actively managed with annual turnover of: 31.00 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 : 8.59 vs. CWMAX (2.39). VFINX return over 5 years is better than : 92.15 vs. CWMAX (58.72).
| CWMAX | VFINX | CWMAX / VFINX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 23 years | 49 years | - |
| Gain YTD | 0.348 | -4.186 | -8% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 1.34T | 14% |
| Annual Yield % from dividends | 1.28 | 1.25 | 102% |
| Returns for 1 year | 2.39 | 8.59 | 28% |
| Returns for 3 years | 15.50 | 41.15 | 38% |
| Returns for 5 years | 58.72 | 92.15 | 64% |
| Returns for 10 years | 75.83 | 167.70 | 45% |
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