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RWMFX vs SJCAX
RWMFX vs SJCAX Comparison
Open Charts RWMFX vs SJCAX
American Funds Washington Mutual R5
Price$62.91
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets189.96B
Steward Large Cap Core A
Price$30.17
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets162.93M
RWMFX vs SJCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 190B vs. SJCAX (163M). RWMFX pays higher dividends than SJCAX: RWMFX (1.54) vs SJCAX (0.42). RWMFX was incepted earlier than SJCAX: RWMFX (23 years) vs SJCAX (4 years). SJCAX (1.22) is less costly to investors than RWMFX (0.31). SJCAX is a more actively managed with annual turnover of: 98.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than SJCAX: RWMFX (250) vs SJCAX (1000). SJCAX annual gain was more profitable for investors over the last year : 10.91 vs. RWMFX (2.38).
| RWMFX | SJCAX | RWMFX / SJCAX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 2.652 | -1.373 | -193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190B | 163M | 116,564% |
| Annual Yield % from dividends | 1.54 | 0.42 | 366% |
| Returns for 1 year | 2.38 | 10.91 | 22% |
| Returns for 3 years | 19.82 | 49.50 | 40% |
| Returns for 5 years | 57.61 | N/A | - |
| Returns for 10 years | 60.65 | N/A | - |