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CWMCX vs VFINX
CWMCX vs VFINX Comparison
Open Charts CWMCX vs VFINX
American Funds Washington Mutual 529C
Price$63.31
Change+$0.04 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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CWMCX vs VFINX Comparison Chart
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CWMCX vs. VFINX commentary
Sep 21, 2024
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 CWMCX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. CWMCX (191B). VFINX pays higher dividends than CWMCX: VFINX (1.24) vs CWMCX (0.79). CWMCX was incepted earlier than VFINX: CWMCX (23 years) vs VFINX (48 years). CWMCX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CWMCX: VFINX (0) vs CWMCX (250). VFINX annual gain was more profitable for investors over the last year : 31.71 vs. CWMCX (20.83). VFINX return over 5 years is better than : 90.48 vs. CWMCX (43.16).
| CWMCX | VFINX | CWMCX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 48 years | - |
| Gain YTD | 12.195 | 19.944 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 1.24T | 15% |
| Annual Yield % from dividends | 0.79 | 1.24 | 63% |
| Returns for 1 year | 20.83 | 31.71 | 66% |
| Returns for 3 years | 18.08 | 31.00 | 58% |
| Returns for 5 years | 43.16 | 90.48 | 48% |
| Returns for 10 years | 67.57 | 190.35 | 35% |