Ad is loading...
Compare trend and price CWMAX vs VSMPX
CWMAX vs VSMPX Comparison
Open Charts CWMAX vs VSMPX
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
View a ticker or compare two or three
VS
VS
CWMAX vs VSMPX Comparison Chart
Loading...
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).
| CWMAX | VSMPX | CWMAX / VSMPX | |
| Total Expense Ratio | 0.62 | 0.02 | 3,100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.02 | 3,100% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 9.621 | 19.756 | 49% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 161B | 331B | 49% |
| Annual Yield % from dividends | 1.71 | 1.48 | 116% |
| Returns for 1 year | 6.30 | 15.58 | 40% |
| Returns for 3 years | 16.48 | 19.41 | 85% |
| Returns for 5 years | 39.94 | 70.17 | 57% |
| Returns for 10 years | 71.11 | N/A | - |