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RWMEX vs VSRDX
RWMEX vs VSRDX Comparison
Open Charts RWMEX vs VSRDX
American Funds Washington Mutual R4
Price$63.76
Change-$0.73 (-1.13%)
VolumeN/A
CapitalizationN/A
VALIC Company I U.S. Socially Rspnb
Price$21.30
Change-$0.30 (-1.39%)
VolumeN/A
CapitalizationN/A
RWMEX vs VSRDX Comparison Chart
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RWMEX vs. VSRDX 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 VSRDX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 191B vs. VSRDX (685M). RWMEX pays higher dividends than VSRDX: RWMEX (1.45) vs VSRDX (1.36). RWMEX was incepted earlier than VSRDX: RWMEX (23 years) vs VSRDX (26 years). RWMEX is a more actively managed with annual turnover of: 30.00 vs. VSRDX (26.00). VSRDX has a lower initial minimum investment than RWMEX: VSRDX (0) vs RWMEX (250). VSRDX annual gain was more profitable for investors over the last year : 19.06 vs. RWMEX (18.03). RWMEX return over 5 years is better than : 37.76 vs. VSRDX (-3.36).
| RWMEX | VSRDX | RWMEX / VSRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 13.377 | 11.730 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 685M | 27,883% |
| Annual Yield % from dividends | 1.45 | 1.36 | 107% |
| Returns for 1 year | 18.03 | 19.06 | 95% |
| Returns for 3 years | 10.11 | -20.55 | -49% |
| Returns for 5 years | 37.76 | -3.36 | -1,124% |
| Returns for 10 years | 56.39 | 25.68 | 220% |
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