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Compare trend and price CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$55.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$109.61
Change-$0.15 (-0.14%)
VolumeN/A
CapitalizationN/A
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CWMAX vs VTSAX Comparison Chart
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CWMAX vs. VTSAX commentary
Nov 29, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.27T vs. CWMAX (161B). CWMAX pays higher dividends than VTSAX: CWMAX (1.84) vs VTSAX (1.61). CWMAX was incepted earlier than VTSAX: CWMAX (22 years) vs VTSAX (23 years). CWMAX (0.62) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (3.00). 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 : 13.72 vs. CWMAX (5.51). VTSAX return over 5 years is better than : 61.06 vs. CWMAX (33.86).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.489 | 17.829 | 48% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 161B | 1.27T | 13% |
| Annual Yield % from dividends | 1.84 | 1.61 | 115% |
| Returns for 1 year | 5.51 | 13.72 | 40% |
| Returns for 3 years | 17.41 | 19.93 | 87% |
| Returns for 5 years | 33.86 | 61.06 | 55% |
| Returns for 10 years | 68.83 | 154.73 | 44% |
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