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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$61.60
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets185.2B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
CWMAX vs VTSMX Comparison Chart
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CWMAX vs. VTSMX commentary
May 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CWMAX (185B). CWMAX (1.28) and VTSMX (1.26) have matching dividends . CWMAX was incepted earlier than VTSMX: CWMAX (23 years) vs VTSMX (33 years). CWMAX (0.60) is less costly to investors than VTSMX (0.14). CWMAX is a more actively managed with annual turnover of: 31.00 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 : 7.85 vs. CWMAX (2.39). VTSMX return over 5 years is better than : 87.92 vs. CWMAX (58.72).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.348 | -4.660 | -7% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185B | 1.72T | 11% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 2.39 | 7.85 | 31% |
| Returns for 3 years | 15.50 | 39.37 | 39% |
| Returns for 5 years | 58.72 | 87.92 | 67% |
| Returns for 10 years | 75.83 | 162.78 | 47% |
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