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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$63.41
Change-$1.86 (-2.85%)
VolumeN/A
CapitalizationN/A
Symmetry Panoramic US Equity I
Price$16.61
Change-$0.54 (-3.15%)
VolumeN/A
CapitalizationN/A
RWMEX vs SPUSX Comparison Chart
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RWMEX vs. SPUSX commentary
Dec 19, 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 Hold and SPUSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 195B vs. SPUSX (440M). 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 : 24.34 vs. RWMEX (12.91). SPUSX return over 5 years is better than : 58.40 vs. RWMEX (38.27).
| 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 | 12.754 | 24.185 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 440M | 44,318% |
| Annual Yield % from dividends | 1.45 | 1.20 | 121% |
| Returns for 1 year | 12.91 | 24.34 | 53% |
| Returns for 3 years | 11.81 | 24.65 | 48% |
| Returns for 5 years | 38.27 | 58.40 | 66% |
| Returns for 10 years | 62.24 | N/A | - |