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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$64.39
Change-$0.13 (-0.20%)
VolumeN/A
Net Assets200.91B
Symmetry Panoramic US Equity I
Price$15.22
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets401.18M
RWMFX vs SPUSX Comparison Chart in %
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RWMFX vs. SPUSX commentary
Aug 08, 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 StrongBuy and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 201B vs. SPUSX (401M). RWMFX pays higher dividends than SPUSX: RWMFX (1.46) vs SPUSX (0.72). 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 (29.00). 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 : 10.74 vs. SPUSX (2.55). RWMFX (49.09) and SPUSX (48.96) have equivalent 5 years return.
| 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 | 5.461 | 6.267 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201B | 401M | 50,125% |
| Annual Yield % from dividends | 1.46 | 0.72 | 203% |
| Returns for 1 year | 10.74 | 2.55 | 421% |
| Returns for 3 years | 26.48 | 20.93 | 126% |
| Returns for 5 years | 49.09 | 48.96 | 100% |
| Returns for 10 years | 67.90 | N/A | - |
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