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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$59.48
Change-$0.09 (-0.15%)
VolumeN/A
Net Assets180.36B
Symmetry Panoramic US Equity I
Price$13.14
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets367.49M
RWMFX vs SPUSX Comparison Chart
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RWMFX vs. SPUSX commentary
Apr 16, 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: 180B vs. SPUSX (367M). RWMFX pays higher dividends than SPUSX: RWMFX (1.53) vs SPUSX (0.79). RWMFX was incepted earlier than SPUSX: RWMFX (23 years) vs SPUSX (6 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 : 1.35 vs. SPUSX (-9.70). SPUSX (57.66) and RWMFX (55.72) 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 | 6 years | - |
| Gain YTD | -2.945 | -8.357 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180B | 367M | 49,046% |
| Annual Yield % from dividends | 1.53 | 0.79 | 194% |
| Returns for 1 year | 1.35 | -9.70 | -14% |
| Returns for 3 years | 6.00 | -0.94 | -636% |
| Returns for 5 years | 55.72 | 57.66 | 97% |
| Returns for 10 years | 54.18 | N/A | - |
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