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RWMFX vs SSSVX
RWMFX vs SSSVX Comparison
Open Charts RWMFX vs SSSVX
American Funds Washington Mutual R5
Price$59.09
Change+$1.02 (+1.76%)
VolumeN/A
Net Assets175.84B
State Street Equity 500 Index A
Price$401.09
Change+$7.08 (+1.80%)
VolumeN/A
Net Assets8.38B
RWMFX vs SSSVX Comparison Chart
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RWMFX vs. SSSVX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 176B vs. SSSVX (8.38B). RWMFX pays higher dividends than SSSVX: RWMFX (1.53) vs SSSVX (1.23). RWMFX was incepted earlier than SSSVX: RWMFX (23 years) vs SSSVX (11 years). SSSVX (0.55) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 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 : 2.24 vs. RWMFX (-1.62). SSSVX return over 5 years is better than : 92.82 vs. RWMFX (54.36).
| RWMFX | SSSVX | RWMFX / SSSVX | |
| Total Expense Ratio | 0.31 | 0.47 | 66% |
| Annual Report Gross Expense Ratio | 0.31 | 0.55 | 56% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -3.581 | -10.205 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176B | 8.38B | 2,099% |
| Annual Yield % from dividends | 1.53 | 1.23 | 125% |
| Returns for 1 year | -1.62 | 2.24 | -72% |
| Returns for 3 years | 5.35 | 21.99 | 24% |
| Returns for 5 years | 54.36 | 92.82 | 59% |
| Returns for 10 years | 52.10 | 148.05 | 35% |
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