Interact to see
Advertisement
Advertisement
RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$64.45
Change+$0.34 (+0.53%)
VolumeN/A
Net Assets194.6B
Symmetry Panoramic US Equity I
Price$14.65
Change+$0.15 (+1.03%)
VolumeN/A
Net Assets396.89M
RWMEX vs SPUSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMEX vs. SPUSX commentary
Jun 07, 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 Buy and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. SPUSX (397M). RWMEX pays higher dividends than SPUSX: RWMEX (1.21) vs SPUSX (0.76). 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 : 5.73 vs. SPUSX (-4.40). RWMEX return over 5 years is better than : 48.20 vs. SPUSX (45.45).
| RWMEX | SPUSX | RWMEX / SPUSX | |
| Total Expense Ratio | 0.61 | 0.62 | 98% |
| Annual Report Gross Expense Ratio | 0.61 | 0.86 | 71% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 5.861 | 0.975 | 601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 397M | 49,118% |
| Annual Yield % from dividends | 1.21 | 0.76 | 160% |
| Returns for 1 year | 5.73 | -4.40 | -130% |
| Returns for 3 years | 17.87 | 12.50 | 143% |
| Returns for 5 years | 48.20 | 45.45 | 106% |
| Returns for 10 years | 66.81 | N/A | - |