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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$63.84
Change+$0.17 (+0.27%)
VolumeN/A
Net Assets199.96B
Vanguard Total Stock Mkt Idx Adm
Price$148.73
Change+$0.80 (+0.54%)
VolumeN/A
Net Assets1.82T
CWMAX vs VTSAX Comparison Chart in %
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CWMAX vs. VTSAX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CWMAX (200B). CWMAX (1.23) and VTSAX (1.21) have matching dividends . 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 : 12.84 vs. CWMAX (6.96). VTSAX return over 5 years is better than : 92.90 vs. CWMAX (58.18).
| 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 | 4.710 | 4.941 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200B | 1.82T | 11% |
| Annual Yield % from dividends | 1.23 | 1.21 | 101% |
| Returns for 1 year | 6.96 | 12.84 | 54% |
| Returns for 3 years | 31.58 | 59.87 | 53% |
| Returns for 5 years | 58.18 | 92.90 | 63% |
| Returns for 10 years | 87.89 | 193.54 | 45% |
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