Ad is loading...
RWMFX vs SPXKX
RWMFX vs SPXKX Comparison
Open Charts RWMFX vs SPXKX
American Funds Washington Mutual R5
Price$61.62
Change-$0.17 (-0.28%)
VolumeN/A
Net Assets186.07B
Shelton S&P 500 Index K
Price$70.89
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets266.74M
RWMFX vs SPXKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SPXKX commentary
May 11, 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 SPXKX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 186B vs. SPXKX (267M). RWMFX pays higher dividends than SPXKX: RWMFX (1.54) vs SPXKX (0.46). RWMFX was incepted earlier than SPXKX: RWMFX (23 years) vs SPXKX (22 years). SPXKX (0.93) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. SPXKX (7.00). RWMFX has a lower initial minimum investment than SPXKX: RWMFX (250) vs SPXKX (1000). RWMFX annual gain was more profitable for investors over the last year : 1.99 vs. SPXKX (-3.39). RWMFX return over 5 years is better than : 55.37 vs. SPXKX (41.51).
| RWMFX | SPXKX | RWMFX / SPXKX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 0.547 | -3.658 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 267M | 69,663% |
| Annual Yield % from dividends | 1.54 | 0.46 | 338% |
| Returns for 1 year | 1.99 | -3.39 | -59% |
| Returns for 3 years | 17.60 | 15.14 | 116% |
| Returns for 5 years | 55.37 | 41.51 | 133% |
| Returns for 10 years | 58.57 | 80.58 | 73% |