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RWMFX vs SPFIX
RWMFX vs SPFIX Comparison
Open Charts RWMFX vs SPFIX
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
Shelton S&P 500 Index Investor
Price$76.22
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
RWMFX vs SPFIX Comparison Chart
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RWMFX vs. SPFIX 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 SPFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. SPFIX (296M). RWMFX pays higher dividends than SPFIX: RWMFX (1.70) vs SPFIX (0.99). RWMFX was incepted earlier than SPFIX: RWMFX (23 years) vs SPFIX (33 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SPFIX (1.00). RWMFX has a lower initial minimum investment than SPFIX: RWMFX (250) vs SPFIX (1000). RWMFX annual gain was more profitable for investors over the last year : 17.20 vs. SPFIX (14.27). SPFIX return over 5 years is better than : 42.17 vs. RWMFX (39.32).
| RWMFX | SPFIX | RWMFX / SPFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 16.419 | 13.542 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 296M | 66,216% |
| Annual Yield % from dividends | 1.70 | 0.99 | 171% |
| Returns for 1 year | 17.20 | 14.27 | 120% |
| Returns for 3 years | 15.87 | 8.34 | 190% |
| Returns for 5 years | 39.32 | 42.17 | 93% |
| Returns for 10 years | 69.07 | 104.03 | 66% |
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