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RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
American Funds Washington Mutual R5
Price$66.25
Change+$0.23 (+0.35%)
VolumeN/A
Net Assets203.68B
RWMFX vs SRFMX Comparison Chart in %
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RWMFX vs. SRFMX commentary
Nov 20, 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 Hold and SRFMX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. SRFMX (88.5M). RWMFX pays higher dividends than SRFMX: RWMFX (1.41) vs SRFMX (0.38). RWMFX was incepted earlier than SRFMX: RWMFX (24 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SRFMX (13.00). RWMFX has a lower initial minimum investment than SRFMX: RWMFX (250) vs SRFMX (2500). RWMFX annual gain was more profitable for investors over the last year : 4.59 vs. SRFMX (-9.89). RWMFX return over 5 years is better than : 45.02 vs. SRFMX (0.36).
| RWMFX | SRFMX | RWMFX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.905 | 7.561 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 88.5M | 230,508% |
| Annual Yield % from dividends | 1.41 | 0.38 | 368% |
| Returns for 1 year | 4.59 | -9.89 | -46% |
| Returns for 3 years | 29.92 | 4.50 | 665% |
| Returns for 5 years | 45.02 | 0.36 | 12,536% |
| Returns for 10 years | 72.75 | 62.26 | 117% |
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