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CWMFX vs VTSMX
CWMFX vs VTSMX Comparison
Open Charts CWMFX vs VTSMX
American Funds Washington Mutual 529F1
Price$65.98
Change-$0.65 (-0.98%)
VolumeN/A
Net Assets205.87B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CWMFX vs VTSMX Comparison Chart in %
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CWMFX vs. VTSMX commentary
Oct 18, 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 CWMFX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CWMFX (206B). CWMFX pays higher dividends than VTSMX: CWMFX (1.32) vs VTSMX (1.04). CWMFX was incepted earlier than VTSMX: CWMFX (23 years) vs VTSMX (33 years). CWMFX (0.68) is less costly to investors than VTSMX (0.14). CWMFX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). CWMFX has a lower initial minimum investment than VTSMX: CWMFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.27 vs. CWMFX (3.56). VTSMX return over 5 years is better than : 84.06 vs. CWMFX (52.61).
| CWMFX | VTSMX | CWMFX / VTSMX | |
| Total Expense Ratio | 0.68 | 0.14 | 486% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.173 | 12.523 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 2.02T | 10% |
| Annual Yield % from dividends | 1.32 | 1.04 | 127% |
| Returns for 1 year | 3.56 | 13.27 | 27% |
| Returns for 3 years | 43.33 | 77.34 | 56% |
| Returns for 5 years | 52.61 | 84.06 | 63% |
| Returns for 10 years | 101.64 | 223.25 | 46% |