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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$63.76
Change-$0.73 (-1.13%)
VolumeN/A
CapitalizationN/A
Symmetry Panoramic US Equity I
Price$17.02
Change-$0.19 (-1.10%)
VolumeN/A
CapitalizationN/A
RWMEX vs SPUSX Comparison Chart
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RWMEX vs. SPUSX commentary
Nov 18, 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 StrongBuy and SPUSX is a StrongSell.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 191B vs. SPUSX (448M). 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). SPUSX annual gain was more profitable for investors over the last year : 29.42 vs. RWMEX (18.03). SPUSX return over 5 years is better than : 60.43 vs. RWMEX (37.76).
| 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 | 13.377 | 23.244 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 448M | 42,634% |
| Annual Yield % from dividends | 1.45 | 1.20 | 121% |
| Returns for 1 year | 18.03 | 29.42 | 61% |
| Returns for 3 years | 10.11 | 12.47 | 81% |
| Returns for 5 years | 37.76 | 60.43 | 62% |
| Returns for 10 years | 56.39 | N/A | - |
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