Interact to see
Advertisement
Advertisement
CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$66.71
Change-$0.11 (-0.16%)
VolumeN/A
Net Assets207.44B
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
CWMAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWMAX vs. VTSMX commentary
Sep 17, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CWMAX (207B). CWMAX pays higher dividends than VTSMX: CWMAX (1.19) vs VTSMX (1.07). CWMAX was incepted earlier than VTSMX: CWMAX (24 years) vs VTSMX (33 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 : 17.42 vs. CWMAX (6.66). VTSMX return over 5 years is better than : 91.58 vs. CWMAX (55.71).
| 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 | 33 years | - |
| Gain YTD | 9.417 | 12.487 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 1.95T | 11% |
| Annual Yield % from dividends | 1.19 | 1.07 | 112% |
| Returns for 1 year | 6.66 | 17.42 | 38% |
| Returns for 3 years | 37.55 | 67.85 | 55% |
| Returns for 5 years | 55.71 | 91.58 | 61% |
| Returns for 10 years | 108.39 | 231.82 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement