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RWMFX vs SBQAX
RWMFX vs SBQAX Comparison
Open Charts RWMFX vs SBQAX
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.04B
AmericaFirst Alpha Trends Factor
Price$8.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.01M
RWMFX vs SBQAX Comparison Chart in %
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RWMFX vs. SBQAX commentary
Sep 07, 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 RWMFX is a StrongBuy and SBQAX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. SBQAX (2.01M). RWMFX pays higher dividends than SBQAX: RWMFX (1.43) vs SBQAX (0.00). RWMFX was incepted earlier than SBQAX: RWMFX (23 years) vs SBQAX (9 years). SBQAX (5.57) is less costly to investors than RWMFX (0.31). SBQAX is a more actively managed with annual turnover of: 76.48 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than SBQAX: RWMFX (250) vs SBQAX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. SBQAX (-36.24). RWMFX return over 5 years is better than : 50.81 vs. SBQAX (-26.79).
| RWMFX | SBQAX | RWMFX / SBQAX | |
| Total Expense Ratio | 0.31 | 2.23 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 5.57 | 6% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.213 | -38.669 | -21% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 2.01M | 10,164,425% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 7.95 | -36.24 | -22% |
| Returns for 3 years | 34.82 | -18.33 | -190% |
| Returns for 5 years | 50.81 | -26.79 | -190% |
| Returns for 10 years | 83.34 | N/A | - |
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