Interact to see
Advertisement
Advertisement
RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
Symmetry Panoramic US Equity I
Price$15.64
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets399.08M
RWMFX vs SPUSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SPUSX commentary
Nov 20, 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 Hold and SPUSX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. SPUSX (399M). RWMFX pays higher dividends than SPUSX: RWMFX (1.41) vs SPUSX (0.69). RWMFX was incepted earlier than SPUSX: RWMFX (24 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 : 4.59 vs. SPUSX (-7.97). RWMFX return over 5 years is better than : 45.02 vs. SPUSX (41.11).
| RWMFX | SPUSX | RWMFX / SPUSX | |
| Total Expense Ratio | 0.31 | 0.62 | 50% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 8.905 | 8.774 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 399M | 51,128% |
| Annual Yield % from dividends | 1.41 | 0.69 | 205% |
| Returns for 1 year | 4.59 | -7.97 | -58% |
| Returns for 3 years | 29.92 | 24.17 | 124% |
| Returns for 5 years | 45.02 | 41.11 | 110% |
| Returns for 10 years | 72.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement