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ISIVX vs RWMFX
ISIVX vs RWMFX Comparison
Open Charts ISIVX vs RWMFX
Voya US Stock Index Port A
Price$18.95
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets4.04B
American Funds Washington Mutual R5
Price$62.91
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets193.11B
ISIVX vs RWMFX Comparison Chart
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ISIVX vs. RWMFX commentary
May 23, 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: 193B vs. ISIVX (4.04B). RWMFX pays higher dividends than ISIVX: RWMFX (1.54) 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 (2.00). ISIVX has a lower initial minimum investment than RWMFX: ISIVX (0) vs RWMFX (250). ISIVX annual gain was more profitable for investors over the last year : 3.27 vs. RWMFX (2.18). RWMFX return over 5 years is better than : 57.84 vs. ISIVX (34.05).
| 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 | 1.208 | 2.799 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 193B | 2% |
| Annual Yield % from dividends | 0.80 | 1.54 | 52% |
| Returns for 1 year | 3.27 | 2.18 | 150% |
| Returns for 3 years | 15.35 | 21.64 | 71% |
| Returns for 5 years | 34.05 | 57.84 | 59% |
| Returns for 10 years | 44.89 | 60.88 | 74% |
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