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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$61.44
Change-$0.16 (-0.26%)
VolumeN/A
Net Assets186.07B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
CWMAX vs VTSAX Comparison Chart
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CWMAX vs. VTSAX commentary
May 11, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. CWMAX (186B). VTSAX pays higher dividends than CWMAX: VTSAX (1.36) vs CWMAX (1.28). CWMAX was incepted earlier than VTSAX: CWMAX (23 years) vs VTSAX (25 years). CWMAX (0.60) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 31.00 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 : 7.95 vs. CWMAX (1.67). VTSAX return over 5 years is better than : 89.19 vs. CWMAX (58.90).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 0.462 | -4.018 | -12% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 1.72T | 11% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 1.67 | 7.95 | 21% |
| Returns for 3 years | 18.58 | 40.09 | 46% |
| Returns for 5 years | 58.90 | 89.19 | 66% |
| Returns for 10 years | 77.26 | 165.84 | 47% |
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