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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$67.10
Change+$0.53 (+0.80%)
VolumeN/A
Net Assets206.71B
Vanguard Total Stock Mkt Idx Adm
Price$161.08
Change+$1.79 (+1.12%)
VolumeN/A
Net Assets2.02T
CWMAX vs VTSAX Comparison Chart in %
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CWMAX vs. VTSAX commentary
Oct 21, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. CWMAX (207B). CWMAX (1.18) and VTSAX (1.13) have matching dividends . 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 : 13.39 vs. CWMAX (4.51). VTSAX return over 5 years is better than : 87.68 vs. CWMAX (55.61).
| 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 | 10.388 | 13.023 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 2.02T | 10% |
| Annual Yield % from dividends | 1.18 | 1.13 | 104% |
| Returns for 1 year | 4.51 | 13.39 | 34% |
| Returns for 3 years | 41.25 | 75.03 | 55% |
| Returns for 5 years | 55.61 | 87.68 | 63% |
| Returns for 10 years | 95.54 | 220.12 | 43% |
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