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CWMEX vs VFINX
CWMEX vs VFINX Comparison
Open Charts CWMEX vs VFINX
American Funds Washington Mutual 529E
Price$63.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$528.71
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWMEX vs VFINX Comparison Chart
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CWMEX vs. VFINX commentary
Sep 20, 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 CWMEX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. CWMEX (188B). CWMEX (1.25) and VFINX (1.24) have matching dividends . CWMEX was incepted earlier than VFINX: CWMEX (23 years) vs VFINX (48 years). CWMEX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than CWMEX: VFINX (0) vs CWMEX (250). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. CWMEX (17.55). VFINX return over 5 years is better than : 87.66 vs. CWMEX (44.89).
| CWMEX | VFINX | CWMEX / 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 | 11.114 | 18.164 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 1.24T | 15% |
| Annual Yield % from dividends | 1.25 | 1.24 | 101% |
| Returns for 1 year | 17.55 | 26.44 | 66% |
| Returns for 3 years | 16.37 | 26.77 | 61% |
| Returns for 5 years | 44.89 | 87.66 | 51% |
| Returns for 10 years | 71.58 | 182.14 | 39% |