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RWMFX vs STLYX
RWMFX vs STLYX Comparison
Open Charts RWMFX vs STLYX
American Funds Washington Mutual R5
Price$61.87
Change+$0.27 (+0.44%)
VolumeN/A
Net Assets186.89B
SEI Tax-Managed Large Cap Y (SIMT)
Price$35.07
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets3.9B
RWMFX vs STLYX Comparison Chart
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RWMFX vs. STLYX commentary
Apr 03, 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 STLYX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 187B vs. STLYX (3.9B). RWMFX pays higher dividends than STLYX: RWMFX (1.53) vs STLYX (1.04). RWMFX was incepted earlier than STLYX: RWMFX (23 years) vs STLYX (10 years). STLYX (0.65) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. STLYX (15.00). RWMFX has a lower initial minimum investment than STLYX: RWMFX (250) vs STLYX (100000). RWMFX annual gain was more profitable for investors over the last year : 2.22 vs. STLYX (-2.91). RWMFX (79.80) and STLYX (77.76) have equivalent 5 years return.
| RWMFX | STLYX | RWMFX / STLYX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.65 | 48% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.955 | -1.470 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187B | 3.9B | 4,792% |
| Annual Yield % from dividends | 1.53 | 1.04 | 146% |
| Returns for 1 year | 2.22 | -2.91 | -76% |
| Returns for 3 years | 8.71 | 2.72 | 321% |
| Returns for 5 years | 79.80 | 77.76 | 103% |
| Returns for 10 years | 61.04 | 84.96 | 72% |
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