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MUSBX vs RWMFX
MUSBX vs RWMFX Comparison
Open Charts MUSBX vs RWMFX
MFS Blended Research Core Equity B
Price$33.65
Change+$0.39 (+1.17%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual R5
Price$61.47
Change+$0.67 (+1.10%)
VolumeN/A
CapitalizationN/A
MUSBX vs RWMFX Comparison Chart
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MUSBX vs. RWMFX commentary
Dec 23, 2024
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 MUSBX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 189B vs. MUSBX (1.48B). RWMFX pays higher dividends than MUSBX: RWMFX (1.70) vs MUSBX (0.00). MUSBX was incepted earlier than RWMFX: MUSBX (27 years) vs RWMFX (23 years). MUSBX is a more actively managed with annual turnover of: 48.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than MUSBX: RWMFX (250) vs MUSBX (1000). MUSBX annual gain was more profitable for investors over the last year : 13.99 vs. RWMFX (10.08). RWMFX return over 5 years is better than : 34.97 vs. MUSBX (26.69).
| MUSBX | RWMFX | MUSBX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 13.529 | 9.305 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 1.70 | - |
| Returns for 1 year | 13.99 | 10.08 | 139% |
| Returns for 3 years | 10.26 | 8.33 | 123% |
| Returns for 5 years | 26.69 | 34.97 | 76% |
| Returns for 10 years | 54.04 | 57.36 | 94% |
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