Ad is loading...
RWMBX vs VFINX
RWMBX vs VFINX Comparison
Open Charts RWMBX vs VFINX
American Funds Washington Mutual R2
Price$62.60
Change+$0.04 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RWMBX vs VFINX Comparison Chart
Loading...
RWMBX 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 RWMBX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. RWMBX (191B). VFINX pays higher dividends than RWMBX: VFINX (1.24) vs RWMBX (0.84). RWMBX was incepted earlier than VFINX: RWMBX (22 years) vs VFINX (48 years). RWMBX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RWMBX: VFINX (0) vs RWMBX (250). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. RWMBX (16.88). VFINX return over 5 years is better than : 87.66 vs. RWMBX (37.25).
| RWMBX | VFINX | RWMBX / 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 | 10.646 | 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 | 0.84 | 1.24 | 68% |
| Returns for 1 year | 16.88 | 26.44 | 64% |
| Returns for 3 years | 13.18 | 26.77 | 49% |
| Returns for 5 years | 37.25 | 87.66 | 43% |
| Returns for 10 years | 50.47 | 182.14 | 28% |