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CWMAX vs VFINX
CWMAX vs VFINX Comparison
Open Charts CWMAX vs VFINX
American Funds Washington Mutual 529A
Price$63.67
Change+$0.40 (+0.63%)
VolumeN/A
Net Assets198.83B
Vanguard 500 Index Investor
Price$572.69
Change+$1.39 (+0.24%)
VolumeN/A
Net Assets1.43T
CWMAX vs VFINX Comparison Chart in %
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CWMAX vs. VFINX commentary
Jul 01, 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: 1.43T vs. CWMAX (199B). CWMAX (1.22) and VFINX (1.18) 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 : 13.43 vs. CWMAX (6.46). VFINX return over 5 years is better than : 98.88 vs. CWMAX (57.53).
| 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 | 3.775 | 5.256 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199B | 1.43T | 14% |
| Annual Yield % from dividends | 1.22 | 1.18 | 104% |
| Returns for 1 year | 6.46 | 13.43 | 48% |
| Returns for 3 years | 30.41 | 61.95 | 49% |
| Returns for 5 years | 57.53 | 98.88 | 58% |
| Returns for 10 years | 86.21 | 198.46 | 43% |
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