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RWMFX vs SSFRX
RWMFX vs SSFRX Comparison
Open Charts RWMFX vs SSFRX
American Funds Washington Mutual R5
Price$63.00
Change-$1.03 (-1.61%)
VolumeN/A
Net Assets193.11B
State Street Equity 500 Index R
Price$436.87
Change-$7.14 (-1.61%)
VolumeN/A
Net Assets11.02B
RWMFX vs SSFRX Comparison Chart
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RWMFX vs. SSFRX commentary
May 22, 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 SSFRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. SSFRX (11B). RWMFX pays higher dividends than SSFRX: RWMFX (1.54) vs SSFRX (1.04). RWMFX was incepted earlier than SSFRX: RWMFX (23 years) vs SSFRX (20 years). SSFRX (0.70) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. SSFRX (4.00). RWMFX has a lower initial minimum investment than SSFRX: RWMFX (250) vs SSFRX (25000000). SSFRX annual gain was more profitable for investors over the last year : 12.40 vs. RWMFX (2.18). SSFRX return over 5 years is better than : 103.41 vs. RWMFX (57.84).
| RWMFX | SSFRX | RWMFX / SSFRX | |
| Total Expense Ratio | 0.31 | 0.62 | 50% |
| Annual Report Gross Expense Ratio | 0.31 | 0.70 | 44% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 2.799 | 1.263 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 11B | 1,755% |
| Annual Yield % from dividends | 1.54 | 1.04 | 148% |
| Returns for 1 year | 2.18 | 12.40 | 18% |
| Returns for 3 years | 21.64 | 54.26 | 40% |
| Returns for 5 years | 57.84 | 103.41 | 56% |
| Returns for 10 years | 60.88 | 171.65 | 35% |
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