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RWMFX vs SPXUX
RWMFX vs SPXUX Comparison
Open Charts RWMFX vs SPXUX
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
WisdomTree 500 Digital N/A
Price$17.57
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets15.76M
RWMFX vs SPXUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. SPXUX (15.8M). RWMFX pays higher dividends than SPXUX: RWMFX (1.42) vs SPXUX (0.89). RWMFX was incepted earlier than SPXUX: RWMFX (23 years) vs SPXUX (3 years). RWMFX (0.31) is less costly to investors than SPXUX (0.05). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPXUX (3.00). SPXUX has a lower initial minimum investment than RWMFX: SPXUX (25) vs RWMFX (250). SPXUX annual gain was more profitable for investors over the last year : 17.17 vs. RWMFX (3.68).
| RWMFX | SPXUX | RWMFX / SPXUX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 23 years | 3 years | - |
| Gain YTD | 9.300 | 15.164 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 15.8M | 1,303,797% |
| Annual Yield % from dividends | 1.42 | 0.89 | 158% |
| Returns for 1 year | 3.68 | 17.17 | 21% |
| Returns for 3 years | 41.25 | N/A | - |
| Returns for 5 years | 49.66 | N/A | - |
| Returns for 10 years | 78.82 | N/A | - |