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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$63.64
Change-$0.88 (-1.36%)
VolumeN/A
Net Assets196.11B
Symmetry Panoramic US Equity I
Price$14.66
Change-$0.31 (-2.07%)
VolumeN/A
Net Assets417.05M
RWMEX vs SPUSX Comparison Chart
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RWMEX vs. SPUSX commentary
Feb 23, 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: 196B vs. SPUSX (417M). RWMEX pays higher dividends than SPUSX: RWMEX (1.45) vs SPUSX (1.20). RWMEX was incepted earlier than SPUSX: RWMEX (23 years) vs SPUSX (6 years). SPUSX is a more actively managed with annual turnover of: 35.00 vs. RWMEX (30.00). 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 : 7.81 vs. SPUSX (1.01). RWMEX return over 5 years is better than : 36.81 vs. SPUSX (34.27).
| RWMEX | SPUSX | RWMEX / SPUSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.191 | 2.089 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 417M | 47,002% |
| Annual Yield % from dividends | 1.45 | 1.20 | 121% |
| Returns for 1 year | 7.81 | 1.01 | 773% |
| Returns for 3 years | 17.24 | 13.23 | 130% |
| Returns for 5 years | 36.81 | 34.27 | 107% |
| Returns for 10 years | 59.59 | N/A | - |
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