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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$66.04
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
CWMAX vs VTSAX Comparison Chart in %
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CWMAX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CWMAX (204B). CWMAX pays higher dividends than VTSAX: CWMAX (1.17) vs VTSAX (1.11). CWMAX was incepted earlier than VTSAX: CWMAX (24 years) vs VTSAX (25 years). CWMAX (0.59) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VTSAX (2.00). CWMAX has a lower initial minimum investment than VTSAX: CWMAX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.80 vs. CWMAX (4.29). VTSAX return over 5 years is better than : 77.64 vs. CWMAX (46.82).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 8.644 | 11.966 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 2.05T | 10% |
| Annual Yield % from dividends | 1.17 | 1.11 | 106% |
| Returns for 1 year | 4.29 | 10.80 | 40% |
| Returns for 3 years | 29.82 | 63.88 | 47% |
| Returns for 5 years | 46.82 | 77.64 | 60% |
| Returns for 10 years | 91.14 | 214.45 | 42% |