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RWMFX vs SSFRX
RWMFX vs SSFRX Comparison
Open Charts RWMFX vs SSFRX
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
State Street Equity 500 Index R
Price$407.55
Change+$35.34 (+9.49%)
VolumeN/A
Net Assets7.9B
RWMFX vs SSFRX Comparison Chart
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RWMFX vs. SSFRX commentary
Apr 11, 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: 168B vs. SSFRX (7.9B). RWMFX pays higher dividends than SSFRX: RWMFX (1.53) vs SSFRX (1.05). 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 : -3.66 vs. RWMFX (-8.19). SSFRX return over 5 years is better than : 81.02 vs. RWMFX (44.88).
| 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 | -9.504 | -15.112 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 7.9B | 2,126% |
| Annual Yield % from dividends | 1.53 | 1.05 | 146% |
| Returns for 1 year | -8.19 | -3.66 | 224% |
| Returns for 3 years | -2.62 | 12.52 | -21% |
| Returns for 5 years | 44.88 | 81.02 | 55% |
| Returns for 10 years | 42.44 | 130.70 | 32% |
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