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RWMEX vs VSRDX
RWMEX vs VSRDX Comparison
Open Charts RWMEX vs VSRDX
American Funds Washington Mutual R4
Price$59.30
Change+$4.25 (+7.72%)
VolumeN/A
Net Assets167.99B
VALIC Company I U.S. Socially Rspnb
Price$16.39
Change+$1.36 (+9.05%)
VolumeN/A
Net Assets521.68M
RWMEX vs VSRDX Comparison Chart
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RWMEX vs. VSRDX commentary
Apr 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 VSRDX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 168B vs. VSRDX (522M). VSRDX pays higher dividends than RWMEX: VSRDX (1.36) vs RWMEX (1.26). RWMEX was incepted earlier than VSRDX: RWMEX (23 years) vs VSRDX (27 years). RWMEX (0.61) is less costly to investors than VSRDX (0.36). RWMEX is a more actively managed with annual turnover of: 31.00 vs. VSRDX (29.00). VSRDX has a lower initial minimum investment than RWMEX: VSRDX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : -8.52 vs. VSRDX (-21.54). RWMEX return over 5 years is better than : 43.22 vs. VSRDX (-23.14).
| RWMEX | VSRDX | RWMEX / VSRDX | |
| Total Expense Ratio | 0.61 | 0.36 | 169% |
| Annual Report Gross Expense Ratio | 0.61 | 0.36 | 169% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -9.579 | -27.135 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 522M | 32,184% |
| Annual Yield % from dividends | 1.26 | 1.36 | 92% |
| Returns for 1 year | -8.52 | -21.54 | 40% |
| Returns for 3 years | -3.37 | -28.89 | 12% |
| Returns for 5 years | 43.22 | -23.14 | -187% |
| Returns for 10 years | 40.51 | -12.64 | -320% |
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