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RWMFX vs SJCAX
RWMFX vs SJCAX Comparison
Open Charts RWMFX vs SJCAX
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
Steward Large Cap Core A
Price$27.92
Change+$2.55 (+10.05%)
VolumeN/A
Net Assets130.76M
RWMFX vs SJCAX Comparison Chart
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 168B vs. SJCAX (131M). RWMFX pays higher dividends than SJCAX: RWMFX (1.53) vs SJCAX (0.42). RWMFX was incepted earlier than SJCAX: RWMFX (23 years) vs SJCAX (3 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 : -6.39 vs. RWMFX (-8.19).
| 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 | 3 years | - |
| Gain YTD | -9.504 | -17.092 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 131M | 128,244% |
| Annual Yield % from dividends | 1.53 | 0.42 | 367% |
| Returns for 1 year | -8.19 | -6.39 | 128% |
| Returns for 3 years | -2.62 | 12.17 | -22% |
| Returns for 5 years | 44.88 | N/A | - |
| Returns for 10 years | 42.44 | N/A | - |
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