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RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
American Funds Washington Mutual R5
Price$66.75
Change+$1.02 (+1.55%)
VolumeN/A
Net Assets203.61B
RWMFX vs SRFMX Comparison Chart in %
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RWMFX vs. SRFMX commentary
Oct 14, 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 StrongBuy and SRFMX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. SRFMX (88.3M). RWMFX pays higher dividends than SRFMX: RWMFX (1.42) vs SRFMX (0.39). RWMFX was incepted earlier than SRFMX: RWMFX (23 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 : 4.28 vs. SRFMX (-10.68). RWMFX return over 5 years is better than : 50.82 vs. SRFMX (0.72).
| RWMFX | SRFMX | RWMFX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.727 | 6.494 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 88.3M | 231,031% |
| Annual Yield % from dividends | 1.42 | 0.39 | 363% |
| Returns for 1 year | 4.28 | -10.68 | -40% |
| Returns for 3 years | 46.37 | 15.53 | 299% |
| Returns for 5 years | 50.82 | 0.72 | 7,036% |
| Returns for 10 years | 79.56 | 63.02 | 126% |
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