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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$66.57
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CWMAX vs VTSMX Comparison Chart in %
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CWMAX vs. VTSMX commentary
Oct 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: 2.02T vs. CWMAX (207B). CWMAX pays higher dividends than VTSMX: CWMAX (1.18) vs VTSMX (1.04). 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 : 13.79 vs. CWMAX (3.80). VTSMX return over 5 years is better than : 84.86 vs. CWMAX (52.13).
| 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 | 9.516 | 13.012 | 73% |
| 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 | 1.04 | 113% |
| Returns for 1 year | 3.80 | 13.79 | 28% |
| Returns for 3 years | 41.70 | 76.02 | 55% |
| Returns for 5 years | 52.13 | 84.86 | 61% |
| Returns for 10 years | 98.67 | 225.10 | 44% |
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