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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets200.46B
Symmetry Panoramic US Equity I
Price$15.29
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets412.71M
RWMFX vs SPUSX Comparison Chart in %
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RWMFX vs. SPUSX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 200B vs. SPUSX (413M). RWMFX pays higher dividends than SPUSX: RWMFX (1.48) vs SPUSX (0.73). 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 : 7.88 vs. SPUSX (-1.53). SPUSX (59.24) and RWMFX (56.79) 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 | 5.739 | 5.710 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200B | 413M | 48,426% |
| Annual Yield % from dividends | 1.48 | 0.73 | 203% |
| Returns for 1 year | 7.88 | -1.53 | -516% |
| Returns for 3 years | 32.20 | 29.31 | 110% |
| Returns for 5 years | 56.79 | 59.24 | 96% |
| Returns for 10 years | 71.15 | N/A | - |
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