CWMAX
Price
$56.18
Change
+$0.26 (+0.46%)
Updated
Dec 8, 6:59 PM EST
VSMPX
Price
$208.96
Change
+$0.94 (+0.45%)
Updated
Dec 8, 6:59 PM EST
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Compare trend and price CWMAX vs VSMPX

Header iconCWMAX vs VSMPX Comparison
Open Charts CWMAX vs VSMPXBanner chart's image
American Funds Washington Mutual 529A
Price$56.18
Change+$0.26 (+0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$208.96
Change+$0.94 (+0.45%)
VolumeN/A
CapitalizationN/A
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CWMAX vs VSMPX Comparison Chart

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VS
CWMAX vs. VSMPX commentary
Dec 09, 2023

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 VSMPX is a Buy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 331B vs. CWMAX (161B). CWMAX pays higher dividends than VSMPX: CWMAX (1.71) vs VSMPX (1.48). CWMAX was incepted earlier than VSMPX: CWMAX (22 years) vs VSMPX (9 years). CWMAX (0.62) is less costly to investors than VSMPX (0.02). CWMAX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (3.00). CWMAX has a lower initial minimum investment than VSMPX: CWMAX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.58 vs. CWMAX (6.30). VSMPX return over 5 years is better than : 70.17 vs. CWMAX (39.94).
CWMAXVSMPXCWMAX / VSMPX
Total Expense Ratio0.620.023,100%
Annual Report Gross Expense Ratio0.620.023,100%
Fund Existence22 years9 years-
Gain YTD9.62119.75649%
Front Load4%N/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRA250N/A-
Net Assets161B331B49%
Annual Yield % from dividends1.711.48116%
Returns for 1 year6.3015.5840%
Returns for 3 years16.4819.4185%
Returns for 5 years39.9470.1757%
Returns for 10 years71.11N/A-
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