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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$65.81
Change-$0.23 (-0.35%)
VolumeN/A
Net Assets204.42B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
CWMAX vs VTSMX Comparison Chart in %
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CWMAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CWMAX (204B). CWMAX pays higher dividends than VTSMX: CWMAX (1.17) vs VTSMX (1.02). CWMAX was incepted earlier than VTSMX: CWMAX (24 years) vs VTSMX (34 years). CWMAX (0.59) is less costly to investors than VTSMX (0.14). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). CWMAX has a lower initial minimum investment than VTSMX: CWMAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.09 vs. CWMAX (3.71). VTSMX return over 5 years is better than : 77.91 vs. CWMAX (45.56).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 8.266 | 12.736 | 65% |
| 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 | 1.02 | 115% |
| Returns for 1 year | 3.71 | 12.09 | 31% |
| Returns for 3 years | 29.37 | 64.98 | 45% |
| Returns for 5 years | 45.56 | 77.91 | 58% |
| Returns for 10 years | 90.47 | 215.97 | 42% |
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