Ad is loading...
RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$63.02
Change+$1.40 (+2.27%)
VolumeN/A
Net Assets186.07B
Symmetry Panoramic US Equity I
Price$14.38
Change+$0.43 (+3.08%)
VolumeN/A
Net Assets385.81M
RWMFX vs SPUSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SPUSX commentary
May 13, 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: 186B vs. SPUSX (386M). RWMFX pays higher dividends than SPUSX: RWMFX (1.54) vs SPUSX (0.79). 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 : 1.66 vs. SPUSX (-7.48). SPUSX return over 5 years is better than : 66.18 vs. RWMFX (60.93).
| 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 | 0.547 | -2.855 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 386M | 48,187% |
| Annual Yield % from dividends | 1.54 | 0.79 | 194% |
| Returns for 1 year | 1.66 | -7.48 | -22% |
| Returns for 3 years | 16.66 | 12.97 | 128% |
| Returns for 5 years | 60.93 | 66.18 | 92% |
| Returns for 10 years | 57.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...