RWMEX
Price
$64.06
Change
+$0.53 (+0.83%)
Updated
Jul 3 closing price
Net Assets
200.46B
SPUSX
Price
$15.29
Change
+$0.11 (+0.72%)
Updated
Jul 3 closing price
Net Assets
412.71M
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RWMEX vs SPUSX

Header iconRWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSXBanner chart's image
American Funds Washington Mutual R4
Price$64.06
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets200.46B
Symmetry Panoramic US Equity I
Price$15.29
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets412.71M
RWMEX vs SPUSX Comparison Chart in %
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RWMEX vs. SPUSX commentary
Jul 04, 2025

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 Hold and SPUSX is a Buy.

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FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 200B vs. SPUSX (413M). RWMEX pays higher dividends than SPUSX: RWMEX (1.21) vs SPUSX (0.73). RWMEX was incepted earlier than SPUSX: RWMEX (23 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than RWMEX (0.61). SPUSX is a more actively managed with annual turnover of: 33.00 vs. RWMEX (31.00). RWMEX has a lower initial minimum investment than SPUSX: RWMEX (250) vs SPUSX (1000). RWMEX annual gain was more profitable for investors over the last year : 7.50 vs. SPUSX (-1.53). SPUSX return over 5 years is better than : 59.24 vs. RWMEX (54.85).
RWMEXSPUSXRWMEX / SPUSX
Total Expense Ratio0.610.6298%
Annual Report Gross Expense Ratio0.610.8671%
Fund Existence23 years7 years-
Gain YTD5.5445.71097%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets200B413M48,426%
Annual Yield % from dividends1.210.73167%
Returns for 1 year7.50-1.53-491%
Returns for 3 years31.0329.31106%
Returns for 5 years54.8559.2493%
Returns for 10 years68.67N/A-
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