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RWMFX vs SDLAX
RWMFX vs SDLAX Comparison
Open Charts RWMFX vs SDLAX
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
SEI Dynamic Asset Allocation A (SIIT)
Price$18.37
Change-$6.30 (-25.54%)
VolumeN/A
CapitalizationN/A
RWMFX vs SDLAX Comparison Chart
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RWMFX vs. SDLAX 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 RWMFX is a StrongBuy and SDLAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. SDLAX (1.71B). RWMFX pays higher dividends than SDLAX: RWMFX (1.70) vs SDLAX (1.01). RWMFX was incepted earlier than SDLAX: RWMFX (23 years) vs SDLAX (14 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SDLAX (25.00). RWMFX has a lower initial minimum investment than SDLAX: RWMFX (250) vs SDLAX (100000). SDLAX annual gain was more profitable for investors over the last year : 28.85 vs. RWMFX (17.20). SDLAX (40.67) and RWMFX (39.32) have equivalent 5 years return.
| RWMFX | SDLAX | RWMFX / SDLAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 16.419 | 28.222 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 1.71B | 11,417% |
| Annual Yield % from dividends | 1.70 | 1.01 | 168% |
| Returns for 1 year | 17.20 | 28.85 | 60% |
| Returns for 3 years | 15.87 | 11.05 | 144% |
| Returns for 5 years | 39.32 | 40.67 | 97% |
| Returns for 10 years | 69.07 | 104.14 | 66% |