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RWMFX vs SSFRX
RWMFX vs SSFRX Comparison
Open Charts RWMFX vs SSFRX
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
State Street Equity 500 Index R
Price$446.99
Change-$5.05 (-1.12%)
VolumeN/A
Net Assets11.24B
RWMFX vs SSFRX Comparison Chart
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RWMFX vs. SSFRX commentary
Jun 15, 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: 194B vs. SSFRX (11.2B). RWMFX pays higher dividends than SSFRX: RWMFX (1.47) vs SSFRX (0.98). 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 : 10.77 vs. RWMFX (4.65). SSFRX return over 5 years is better than : 98.90 vs. RWMFX (51.87).
| 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 | 1.465 | 1.943 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194B | 11.2B | 1,732% |
| Annual Yield % from dividends | 1.47 | 0.98 | 150% |
| Returns for 1 year | 4.65 | 10.77 | 43% |
| Returns for 3 years | 24.78 | 61.97 | 40% |
| Returns for 5 years | 51.87 | 98.90 | 52% |
| Returns for 10 years | 61.07 | 177.11 | 34% |
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