Interact to see
Advertisement
Advertisement
RWMFX vs TRSPX
RWMFX vs TRSPX Comparison
Open Charts RWMFX vs TRSPX
American Funds Washington Mutual R5
Price$65.45
Change-$0.49 (-0.74%)
VolumeN/A
Net Assets204.41B
Nuveen S&P 500 Index Retire
Price$70.09
Change-$0.30 (-0.43%)
VolumeN/A
Net AssetsN/A
RWMFX vs TRSPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWMFX vs. TRSPX commentary
Aug 26, 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 TRSPX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX pays higher dividends than TRSPX: RWMFX (1.46) vs TRSPX (0.95). RWMFX was incepted earlier than TRSPX: RWMFX (23 years) vs TRSPX (23 years). RWMFX (0.31) and TRSPX (0.30) have similar cost to investors . RWMFX is a more actively managed with annual turnover of: 29.00 vs. TRSPX (3.00). TRSPX has a lower initial minimum investment than RWMFX: TRSPX (0) vs RWMFX (250). TRSPX annual gain was more profitable for investors over the last year : 15.66 vs. RWMFX (5.23). TRSPX return over 5 years is better than : 92.71 vs. RWMFX (48.85).
| RWMFX | TRSPX | RWMFX / TRSPX | |
| Total Expense Ratio | 0.31 | 0.30 | 103% |
| Annual Report Gross Expense Ratio | 0.31 | 0.30 | 103% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.197 | 10.676 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | N/A | - |
| Annual Yield % from dividends | 1.46 | 0.95 | 153% |
| Returns for 1 year | 5.23 | 15.66 | 33% |
| Returns for 3 years | 29.51 | 62.16 | 47% |
| Returns for 5 years | 48.85 | 92.71 | 53% |
| Returns for 10 years | 80.26 | 234.48 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement