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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
Symmetry Panoramic US Equity I
Price$14.79
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets429.71M
RWMFX vs SPUSX Comparison Chart
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RWMFX vs. SPUSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. SPUSX (430M). RWMFX pays higher dividends than SPUSX: RWMFX (1.70) vs SPUSX (1.20). RWMFX was incepted earlier than SPUSX: RWMFX (23 years) vs SPUSX (6 years). SPUSX is a more actively managed with annual turnover of: 35.00 vs. RWMFX (30.00). 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 : 12.39 vs. SPUSX (8.66). RWMFX (35.03) and SPUSX (34.65) have equivalent 5 years return.
| RWMFX | SPUSX | RWMFX / SPUSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.340 | 2.994 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 430M | 44,884% |
| Annual Yield % from dividends | 1.70 | 1.20 | 142% |
| Returns for 1 year | 12.39 | 8.66 | 143% |
| Returns for 3 years | 11.20 | 8.10 | 138% |
| Returns for 5 years | 35.03 | 34.65 | 101% |
| Returns for 10 years | 65.23 | N/A | - |
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