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RWMFX vs SSSWX
RWMFX vs SSSWX Comparison
Open Charts RWMFX vs SSSWX
American Funds Washington Mutual R5
Price$62.73
Change-$0.18 (-0.29%)
VolumeN/A
Net Assets189.69B
State Street Equity 500 Index I
Price$435.05
Change-$2.92 (-0.67%)
VolumeN/A
Net Assets10.85B
RWMFX vs SSSWX Comparison Chart
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RWMFX vs. SSSWX commentary
May 24, 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 SSSWX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 190B vs. SSSWX (10.9B). SSSWX (1.61) and RWMFX (1.54) have matching dividends . RWMFX was incepted earlier than SSSWX: RWMFX (23 years) vs SSSWX (11 years). RWMFX (0.31) and SSSWX (0.30) have similar cost to investors . RWMFX is a more actively managed with annual turnover of: 31.00 vs. SSSWX (4.00). SSSWX has a lower initial minimum investment than RWMFX: SSSWX (0) vs RWMFX (250). SSSWX annual gain was more profitable for investors over the last year : 12.30 vs. RWMFX (2.99). SSSWX return over 5 years is better than : 104.42 vs. RWMFX (57.16).
| RWMFX | SSSWX | RWMFX / SSSWX | |
| Total Expense Ratio | 0.31 | 0.22 | 141% |
| Annual Report Gross Expense Ratio | 0.31 | 0.30 | 103% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.358 | -0.214 | -1,101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190B | 10.9B | 1,743% |
| Annual Yield % from dividends | 1.54 | 1.61 | 96% |
| Returns for 1 year | 2.99 | 12.30 | 24% |
| Returns for 3 years | 19.32 | 52.21 | 37% |
| Returns for 5 years | 57.16 | 104.42 | 55% |
| Returns for 10 years | 61.82 | 180.58 | 34% |
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