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RWMFX vs TRSPX
RWMFX vs TRSPX Comparison
Open Charts RWMFX vs TRSPX
American Funds Washington Mutual R5
Price$68.40
Change+$0.54 (+0.80%)
VolumeN/A
Net Assets209.02B
Nuveen S&P 500 Index Retire
Price$74.32
Change+$0.51 (+0.69%)
VolumeN/A
Net Assets12.5B
RWMFX vs TRSPX Comparison Chart in %
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RWMFX vs. TRSPX commentary
Nov 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. TRSPX (12.5B). RWMFX pays higher dividends than TRSPX: RWMFX (1.41) vs TRSPX (0.88). RWMFX was incepted earlier than TRSPX: RWMFX (24 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 : 13.18 vs. RWMFX (5.38). TRSPX return over 5 years is better than : 92.52 vs. RWMFX (46.34).
| RWMFX | TRSPX | RWMFX / TRSPX | |
| Total Expense Ratio | 0.31 | 0.30 | 103% |
| Annual Report Gross Expense Ratio | 0.31 | 0.30 | 103% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 12.440 | 16.053 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 12.5B | 1,672% |
| Annual Yield % from dividends | 1.41 | 0.88 | 160% |
| Returns for 1 year | 5.38 | 13.18 | 41% |
| Returns for 3 years | 31.58 | 70.73 | 45% |
| Returns for 5 years | 46.34 | 92.52 | 50% |
| Returns for 10 years | 78.40 | 232.21 | 34% |
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