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ISIVX vs RWMFX
ISIVX vs RWMFX Comparison
Open Charts ISIVX vs RWMFX
Voya US Stock Index Port A
Price$17.42
Change+$0.28 (+1.63%)
VolumeN/A
Net Assets3.58B
American Funds Washington Mutual R5
Price$59.17
Change+$0.76 (+1.30%)
VolumeN/A
Net Assets176.73B
ISIVX vs RWMFX Comparison Chart
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ISIVX vs. RWMFX commentary
Apr 24, 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: 177B vs. ISIVX (3.58B). 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 : -1.59 vs. ISIVX (-3.53). RWMFX return over 5 years is better than : 51.16 vs. ISIVX (24.44).
| 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 | -9.979 | -4.691 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.58B | 177B | 2% |
| Annual Yield % from dividends | 0.80 | 1.53 | 52% |
| Returns for 1 year | -3.53 | -1.59 | 222% |
| Returns for 3 years | -6.20 | 6.40 | -97% |
| Returns for 5 years | 24.44 | 51.16 | 48% |
| Returns for 10 years | 29.57 | 49.05 | 60% |
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