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RWMFX vs SSSVX
RWMFX vs SSSVX Comparison
Open Charts RWMFX vs SSSVX
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
State Street Equity 500 Index A
Price$449.12
Change-$7.81 (-1.71%)
VolumeN/A
Net Assets9.27B
RWMFX vs SSSVX Comparison Chart
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RWMFX vs. SSSVX commentary
Feb 23, 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 SSSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. SSSVX (9.27B). 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 : 19.26 vs. RWMFX (8.20). SSSVX return over 5 years is better than : 84.13 vs. RWMFX (38.24).
| 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 | 4.242 | 2.354 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 9.27B | 2,114% |
| Annual Yield % from dividends | 1.70 | 0.89 | 191% |
| Returns for 1 year | 8.20 | 19.26 | 43% |
| Returns for 3 years | 18.09 | 42.22 | 43% |
| Returns for 5 years | 38.24 | 84.13 | 45% |
| Returns for 10 years | 61.66 | 180.62 | 34% |
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