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RWMAX vs VFINX
RWMAX vs VFINX Comparison
Open Charts RWMAX vs VFINX
American Funds Washington Mutual R1
Price$63.01
Change+$0.05 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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RWMAX vs VFINX Comparison Chart
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RWMAX vs. VFINX commentary
Sep 21, 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 RWMAX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. RWMAX (191B). VFINX pays higher dividends than RWMAX: VFINX (1.24) vs RWMAX (0.83). RWMAX was incepted earlier than VFINX: RWMAX (22 years) vs VFINX (48 years). RWMAX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RWMAX: VFINX (0) vs RWMAX (250). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. RWMAX (16.93). VFINX return over 5 years is better than : 87.66 vs. RWMAX (37.50).
| RWMAX | VFINX | RWMAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 48 years | - |
| Gain YTD | 10.687 | 18.164 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 1.24T | 15% |
| Annual Yield % from dividends | 0.83 | 1.24 | 67% |
| Returns for 1 year | 16.93 | 26.44 | 64% |
| Returns for 3 years | 13.33 | 26.77 | 50% |
| Returns for 5 years | 37.50 | 87.66 | 43% |
| Returns for 10 years | 50.94 | 182.14 | 28% |