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RWMFX vs SSSWX
RWMFX vs SSSWX Comparison
Open Charts RWMFX vs SSSWX
American Funds Washington Mutual R5
Price$56.13
Change-$3.46 (-5.81%)
VolumeN/A
Net Assets180.69B
State Street Equity 500 Index I
Price$379.91
Change-$24.06 (-5.96%)
VolumeN/A
Net Assets8.4B
RWMFX vs SSSWX Comparison Chart
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RWMFX vs. SSSWX commentary
Apr 06, 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: 181B vs. SSSWX (8.4B). SSSWX pays higher dividends than RWMFX: SSSWX (1.61) vs RWMFX (1.53). 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 : 6.18 vs. RWMFX (-0.36). SSSWX return over 5 years is better than : 124.38 vs. RWMFX (73.17).
| 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 | -2.765 | -7.961 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181B | 8.4B | 2,154% |
| Annual Yield % from dividends | 1.53 | 1.61 | 95% |
| Returns for 1 year | -0.36 | 6.18 | -6% |
| Returns for 3 years | 5.31 | 22.50 | 24% |
| Returns for 5 years | 73.17 | 124.38 | 59% |
| Returns for 10 years | 54.17 | 163.07 | 33% |
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