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RWMFX vs SPXKX
RWMFX vs SPXKX Comparison
Open Charts RWMFX vs SPXKX
American Funds Washington Mutual R5
Price$61.99
Change+$0.52 (+0.85%)
VolumeN/A
CapitalizationN/A
Shelton S&P 500 Index K
Price$74.92
Change+$0.53 (+0.71%)
VolumeN/A
CapitalizationN/A
RWMFX vs SPXKX Comparison Chart
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RWMFX vs. SPXKX commentary
Dec 24, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 189B vs. SPXKX (289M). RWMFX pays higher dividends than SPXKX: RWMFX (1.70) vs SPXKX (0.58). RWMFX was incepted earlier than SPXKX: RWMFX (23 years) vs SPXKX (21 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SPXKX (1.00). RWMFX has a lower initial minimum investment than SPXKX: RWMFX (250) vs SPXKX (1000). SPXKX annual gain was more profitable for investors over the last year : 11.84 vs. RWMFX (10.87). SPXKX (35.97) and RWMFX (35.91) have equivalent 5 years return.
| RWMFX | SPXKX | RWMFX / SPXKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 10.230 | 11.491 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 289M | 65,398% |
| Annual Yield % from dividends | 1.70 | 0.58 | 292% |
| Returns for 1 year | 10.87 | 11.84 | 92% |
| Returns for 3 years | 7.67 | 2.94 | 261% |
| Returns for 5 years | 35.91 | 35.97 | 100% |
| Returns for 10 years | 58.43 | 91.79 | 64% |
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