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RWMFX vs SSSWX
RWMFX vs SSSWX Comparison
Open Charts RWMFX vs SSSWX
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
State Street Equity 500 Index I
Price$501.76
Change+$2.63 (+0.53%)
VolumeN/A
Net Assets12.94B
RWMFX vs SSSWX Comparison Chart in %
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RWMFX vs. SSSWX commentary
Oct 18, 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 Hold and SSSWX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. SSSWX (12.9B). RWMFX pays higher dividends than SSSWX: RWMFX (1.42) vs SSSWX (1.33). 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: 29.00 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 : 14.80 vs. RWMFX (3.68). SSSWX return over 5 years is better than : 96.61 vs. RWMFX (49.66).
| 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 | 9.300 | 13.720 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 12.9B | 1,597% |
| Annual Yield % from dividends | 1.42 | 1.33 | 106% |
| Returns for 1 year | 3.68 | 14.80 | 25% |
| Returns for 3 years | 41.25 | 82.71 | 50% |
| Returns for 5 years | 49.66 | 96.61 | 51% |
| Returns for 10 years | 78.82 | 229.24 | 34% |