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ISIVX vs RWMFX
ISIVX vs RWMFX Comparison
Open Charts ISIVX vs RWMFX
Voya US Stock Index Port A
Price$20.38
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets4.38B
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
ISIVX vs RWMFX Comparison Chart in %
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ISIVX vs. RWMFX commentary
Jul 07, 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 ISIVX is a StrongBuy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 202B vs. ISIVX (4.38B). RWMFX pays higher dividends than ISIVX: RWMFX (1.48) vs ISIVX (0.73). ISIVX was incepted earlier than RWMFX: ISIVX (16 years) vs RWMFX (23 years). ISIVX (0.80) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. ISIVX (2.00). ISIVX has a lower initial minimum investment than RWMFX: ISIVX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.88 vs. ISIVX (4.87). RWMFX return over 5 years is better than : 56.79 vs. ISIVX (33.69).
| ISIVX | RWMFX | ISIVX / RWMFX | |
| Total Expense Ratio | 0.80 | 0.31 | 258% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 7.038 | 5.739 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 202B | 2% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | 4.87 | 7.88 | 62% |
| Returns for 3 years | 24.31 | 32.20 | 75% |
| Returns for 5 years | 33.69 | 56.79 | 59% |
| Returns for 10 years | 57.25 | 71.15 | 80% |
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