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RWMFX vs SSSVX
RWMFX vs SSSVX Comparison
Open Charts RWMFX vs SSSVX
American Funds Washington Mutual R5
Price$63.90
Change-$1.87 (-2.84%)
VolumeN/A
CapitalizationN/A
State Street Equity 500 Index A
Price$443.00
Change-$13.47 (-2.95%)
VolumeN/A
CapitalizationN/A
RWMFX vs SSSVX Comparison Chart
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RWMFX vs. SSSVX commentary
Dec 19, 2024
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 SSSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 195B vs. SSSVX (9.03B). RWMFX pays higher dividends than SSSVX: RWMFX (1.70) vs SSSVX (0.89). RWMFX was incepted earlier than SSSVX: RWMFX (23 years) vs SSSVX (10 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. SSSVX (4.00). RWMFX has a lower initial minimum investment than SSSVX: RWMFX (250) vs SSSVX (2000). SSSVX annual gain was more profitable for investors over the last year : 23.87 vs. RWMFX (13.29). SSSVX return over 5 years is better than : 81.88 vs. RWMFX (39.67).
| RWMFX | SSSVX | RWMFX / SSSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.109 | 24.218 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195B | 9.03B | 2,159% |
| Annual Yield % from dividends | 1.70 | 0.89 | 191% |
| Returns for 1 year | 13.29 | 23.87 | 56% |
| Returns for 3 years | 12.57 | 27.66 | 45% |
| Returns for 5 years | 39.67 | 81.88 | 48% |
| Returns for 10 years | 64.27 | 180.35 | 36% |
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