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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$62.50
Change+$0.49 (+0.79%)
VolumeN/A
Net Assets193.4B
Symmetry Panoramic US Equity I
Price$14.79
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets429.71M
RWMEX vs SPUSX Comparison Chart
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RWMEX vs. SPUSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 193B vs. SPUSX (430M). 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 : 12.00 vs. SPUSX (8.66). SPUSX (34.65) and RWMEX (33.65) have equivalent 5 years return.
| 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 | 2.325 | 2.994 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 430M | 44,884% |
| Annual Yield % from dividends | 1.45 | 1.20 | 121% |
| Returns for 1 year | 12.00 | 8.66 | 139% |
| Returns for 3 years | 10.42 | 8.10 | 129% |
| Returns for 5 years | 33.65 | 34.65 | 97% |
| Returns for 10 years | 63.16 | N/A | - |
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