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RWMFX vs SOPAX
RWMFX vs SOPAX Comparison
Open Charts RWMFX vs SOPAX
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
ClearBridge Dividend Strategy A
Price$32.46
Change-$0.14 (-0.43%)
VolumeN/A
CapitalizationN/A
RWMFX vs SOPAX Comparison Chart
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RWMFX vs. SOPAX commentary
Nov 18, 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 SOPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. SOPAX (8.51B). RWMFX pays higher dividends than SOPAX: RWMFX (1.70) vs SOPAX (1.19). RWMFX was incepted earlier than SOPAX: RWMFX (23 years) vs SOPAX (32 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SOPAX (19.00). RWMFX has a lower initial minimum investment than SOPAX: RWMFX (250) vs SOPAX (1000). RWMFX (18.45) and SOPAX (17.78) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.08 vs. SOPAX (32.18).
| RWMFX | SOPAX | RWMFX / SOPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.710 | 17.638 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 8.51B | 2,245% |
| Annual Yield % from dividends | 1.70 | 1.19 | 143% |
| Returns for 1 year | 18.45 | 17.78 | 104% |
| Returns for 3 years | 10.88 | 2.62 | 416% |
| Returns for 5 years | 39.08 | 32.18 | 121% |
| Returns for 10 years | 58.37 | 74.25 | 79% |
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