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RWMBX vs VFIAX
RWMBX vs VFIAX Comparison
Open Charts RWMBX vs VFIAX
American Funds Washington Mutual R2
Price$62.60
Change+$0.04 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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RWMBX vs VFIAX Comparison Chart
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RWMBX vs. VFIAX 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 RWMBX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. RWMBX (191B). VFIAX pays higher dividends than RWMBX: VFIAX (1.32) vs RWMBX (0.84). RWMBX was incepted earlier than VFIAX: RWMBX (22 years) vs VFIAX (24 years). RWMBX is a more actively managed with annual turnover of: 30.00 vs. VFIAX (2.00). RWMBX has a lower initial minimum investment than VFIAX: RWMBX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. RWMBX (16.88). VFIAX return over 5 years is better than : 87.65 vs. RWMBX (37.25).
| RWMBX | VFIAX | RWMBX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 10.646 | 18.190 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 1.24T | 15% |
| Annual Yield % from dividends | 0.84 | 1.32 | 63% |
| Returns for 1 year | 16.88 | 26.45 | 64% |
| Returns for 3 years | 13.18 | 26.76 | 49% |
| Returns for 5 years | 37.25 | 87.65 | 43% |
| Returns for 10 years | 50.47 | 182.25 | 28% |