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RWMFX vs SBPLX
RWMFX vs SBPLX Comparison
Open Charts RWMFX vs SBPLX
American Funds Washington Mutual R5
Price$64.97
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
ClearBridge Dividend Strategy C
Price$31.93
Change-$0.17 (-0.53%)
VolumeN/A
CapitalizationN/A
RWMFX vs SBPLX Comparison Chart
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RWMFX vs. SBPLX commentary
Nov 15, 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 RWMFX is a StrongBuy and SBPLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 194B vs. SBPLX (8.59B). RWMFX pays higher dividends than SBPLX: RWMFX (1.70) vs SBPLX (0.56). RWMFX was incepted earlier than SBPLX: RWMFX (23 years) vs SBPLX (26 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SBPLX (19.00). RWMFX has a lower initial minimum investment than SBPLX: RWMFX (250) vs SBPLX (1000). RWMFX annual gain was more profitable for investors over the last year : 19.93 vs. SBPLX (17.36). RWMFX return over 5 years is better than : 40.66 vs. SBPLX (28.36).
| RWMFX | SBPLX | RWMFX / SBPLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 15.003 | 17.387 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 8.59B | 2,257% |
| Annual Yield % from dividends | 1.70 | 0.56 | 302% |
| Returns for 1 year | 19.93 | 17.36 | 115% |
| Returns for 3 years | 12.28 | 0.61 | 2,017% |
| Returns for 5 years | 40.66 | 28.36 | 143% |
| Returns for 10 years | 60.77 | 67.09 | 91% |
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