Ad is loading...
RWMFX vs SSSVX
RWMFX vs SSSVX Comparison
Open Charts RWMFX vs SSSVX
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
State Street Equity 500 Index A
Price$447.53
Change+$4.40 (+0.99%)
VolumeN/A
Net Assets9.01B
RWMFX vs SSSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. SSSVX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. SSSVX (9.01B). 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 : 26.58 vs. RWMFX (12.39). SSSVX return over 5 years is better than : 84.20 vs. RWMFX (35.03).
| 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 | 2.340 | 1.992 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 9.01B | 2,142% |
| Annual Yield % from dividends | 1.70 | 0.89 | 191% |
| Returns for 1 year | 12.39 | 26.58 | 47% |
| Returns for 3 years | 11.20 | 33.44 | 33% |
| Returns for 5 years | 35.03 | 84.20 | 42% |
| Returns for 10 years | 65.23 | 193.01 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...