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ISIVX vs RWMFX
ISIVX vs RWMFX Comparison
Open Charts ISIVX vs RWMFX
Voya US Stock Index Port A
Price$17.49
Change-$0.89 (-4.84%)
VolumeN/A
Net Assets3.85B
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
ISIVX vs RWMFX Comparison Chart
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ISIVX vs. RWMFX commentary
Apr 04, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. ISIVX (3.85B). RWMFX pays higher dividends than ISIVX: RWMFX (1.53) vs ISIVX (0.80). 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 (6.00). 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 : 2.19 vs. ISIVX (0.64). RWMFX return over 5 years is better than : 79.80 vs. ISIVX (52.09).
| 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 | -3.466 | 0.955 | -363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 188B | 2% |
| Annual Yield % from dividends | 0.80 | 1.53 | 52% |
| Returns for 1 year | 0.64 | 2.19 | 29% |
| Returns for 3 years | -6.20 | 8.51 | -73% |
| Returns for 5 years | 52.09 | 79.80 | 65% |
| Returns for 10 years | 41.53 | 59.99 | 69% |
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