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RWMEX vs SPIIX
RWMEX vs SPIIX Comparison
Open Charts RWMEX vs SPIIX
American Funds Washington Mutual R4
Price$61.03
Change+$0.67 (+1.11%)
VolumeN/A
CapitalizationN/A
SEI S&P 500 Index I (SIMT)
Price$96.25
Change+$1.03 (+1.08%)
VolumeN/A
CapitalizationN/A
RWMEX vs SPIIX Comparison Chart
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RWMEX vs. SPIIX 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 RWMEX is a Buy and SPIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 189B vs. SPIIX (1B). RWMEX pays higher dividends than SPIIX: RWMEX (1.45) vs SPIIX (0.81). RWMEX was incepted earlier than SPIIX: RWMEX (23 years) vs SPIIX (23 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. SPIIX (5.00). RWMEX has a lower initial minimum investment than SPIIX: RWMEX (250) vs SPIIX (100000). SPIIX annual gain was more profitable for investors over the last year : 13.29 vs. RWMEX (9.71). SPIIX return over 5 years is better than : 38.34 vs. RWMEX (33.59).
| RWMEX | SPIIX | RWMEX / SPIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.938 | 12.717 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 1B | 18,900% |
| Annual Yield % from dividends | 1.45 | 0.81 | 180% |
| Returns for 1 year | 9.71 | 13.29 | 73% |
| Returns for 3 years | 7.58 | 4.82 | 157% |
| Returns for 5 years | 33.59 | 38.34 | 88% |
| Returns for 10 years | 55.38 | 105.16 | 53% |
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