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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$60.98
Change-$1.22 (-1.96%)
VolumeN/A
Net Assets191.2B
Symmetry Panoramic US Equity I
Price$13.77
Change-$0.34 (-2.41%)
VolumeN/A
Net Assets399.51M
RWMEX vs SPUSX Comparison Chart
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RWMEX vs. SPUSX commentary
Mar 11, 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: 191B vs. SPUSX (400M). RWMEX pays higher dividends than SPUSX: RWMEX (1.21) vs SPUSX (0.75). RWMEX was incepted earlier than SPUSX: RWMEX (23 years) vs SPUSX (6 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 : 3.60 vs. SPUSX (-5.11). RWMEX (49.13) and SPUSX (47.57) have equivalent 5 years return.
| 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 | 6 years | - |
| Gain YTD | 1.834 | -1.741 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 400M | 47,750% |
| Annual Yield % from dividends | 1.21 | 0.75 | 162% |
| Returns for 1 year | 3.60 | -5.11 | -70% |
| Returns for 3 years | 15.85 | 11.14 | 142% |
| Returns for 5 years | 49.13 | 47.57 | 103% |
| Returns for 10 years | 61.41 | N/A | - |
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