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CWMAX vs VTSMX
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$60.94
Change-$0.33 (-0.54%)
VolumeN/A
Net Assets191.2B
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
CWMAX vs VTSMX Comparison Chart
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CWMAX vs. VTSMX commentary
Mar 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CWMAX (191B). CWMAX pays higher dividends than VTSMX: CWMAX (1.22) vs VTSMX (1.15). 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 : 11.51 vs. CWMAX (2.43). VTSMX return over 5 years is better than : 106.13 vs. CWMAX (66.14).
| 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 | -0.147 | -2.184 | 7% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 1.81T | 11% |
| Annual Yield % from dividends | 1.22 | 1.15 | 105% |
| Returns for 1 year | 2.43 | 11.51 | 21% |
| Returns for 3 years | 14.78 | 34.12 | 43% |
| Returns for 5 years | 66.14 | 106.13 | 62% |
| Returns for 10 years | 79.02 | 175.05 | 45% |
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