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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$67.35
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets209.3B
Symmetry Panoramic US Equity I
Price$16.06
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets418.52M
RWMFX vs SPUSX Comparison Chart in %
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RWMFX vs. SPUSX commentary
Oct 09, 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: 209B vs. SPUSX (419M). RWMFX pays higher dividends than SPUSX: RWMFX (1.42) vs SPUSX (0.69). 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 : 7.06 vs. SPUSX (-0.85). RWMFX (52.63) and SPUSX (52.47) 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 | 10.714 | 12.396 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 419M | 49,881% |
| Annual Yield % from dividends | 1.42 | 0.69 | 206% |
| Returns for 1 year | 7.06 | -0.85 | -833% |
| Returns for 3 years | 45.97 | 41.32 | 111% |
| Returns for 5 years | 52.63 | 52.47 | 100% |
| Returns for 10 years | 82.50 | N/A | - |
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