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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$64.97
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets194.6B
Symmetry Panoramic US Equity I
Price$14.65
Change+$0.15 (+1.03%)
VolumeN/A
Net Assets396.89M
RWMFX vs SPUSX Comparison Chart
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RWMFX vs. SPUSX commentary
Jun 07, 2025
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 Buy and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. SPUSX (397M). RWMFX pays higher dividends than SPUSX: RWMFX (1.47) vs SPUSX (0.76). RWMFX was incepted earlier than SPUSX: RWMFX (23 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than RWMFX (0.31). SPUSX is a more actively managed with annual turnover of: 33.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than SPUSX: RWMFX (250) vs SPUSX (1000). RWMFX annual gain was more profitable for investors over the last year : 6.12 vs. SPUSX (-4.40). RWMFX return over 5 years is better than : 49.94 vs. SPUSX (45.45).
| RWMFX | SPUSX | RWMFX / SPUSX | |
| Total Expense Ratio | 0.31 | 0.62 | 50% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 6.014 | 0.975 | 617% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 397M | 49,118% |
| Annual Yield % from dividends | 1.47 | 0.76 | 194% |
| Returns for 1 year | 6.12 | -4.40 | -139% |
| Returns for 3 years | 18.81 | 12.50 | 151% |
| Returns for 5 years | 49.94 | 45.45 | 110% |
| Returns for 10 years | 69.11 | N/A | - |
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