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RWMFX vs SUSIX
RWMFX vs SUSIX Comparison
Open Charts RWMFX vs SUSIX
American Funds Washington Mutual R5
Price$64.59
Change-$0.13 (-0.20%)
VolumeN/A
Net Assets201.47B
State Street Instl US Equity I
Price$13.34
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets319.25M
RWMFX vs SUSIX Comparison Chart in %
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RWMFX vs. SUSIX commentary
Aug 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 StrongBuy and SUSIX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 201B vs. SUSIX (319M). RWMFX pays higher dividends than SUSIX: RWMFX (1.46) vs SUSIX (0.76). RWMFX was incepted earlier than SUSIX: RWMFX (23 years) vs SUSIX (28 years). SUSIX (0.39) is less costly to investors than RWMFX (0.31). SUSIX is a more actively managed with annual turnover of: 58.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than SUSIX: RWMFX (250) vs SUSIX (10000000). RWMFX annual gain was more profitable for investors over the last year : 8.37 vs. SUSIX (4.17). RWMFX return over 5 years is better than : 47.59 vs. SUSIX (-0.26).
| RWMFX | SUSIX | RWMFX / SUSIX | |
| Total Expense Ratio | 0.31 | 0.39 | 79% |
| Annual Report Gross Expense Ratio | 0.31 | 0.39 | 79% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 5.789 | 9.590 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201B | 319M | 63,009% |
| Annual Yield % from dividends | 1.46 | 0.76 | 193% |
| Returns for 1 year | 8.37 | 4.17 | 201% |
| Returns for 3 years | 23.03 | 17.88 | 129% |
| Returns for 5 years | 47.59 | -0.26 | -18,499% |
| Returns for 10 years | 69.29 | -6.39 | -1,085% |
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