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RWMFX vs VIPAX
RWMFX vs VIPAX Comparison
Open Charts RWMFX vs VIPAX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
Voya Index Plus LargeCap Port ADV
Price$26.86
Change-$1.46 (-5.16%)
VolumeN/A
Net Assets834.76M
RWMFX vs VIPAX Comparison Chart
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RWMFX vs. VIPAX commentary
Apr 04, 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 VIPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. VIPAX (835M). RWMFX pays higher dividends than VIPAX: RWMFX (1.53) vs VIPAX (0.42). RWMFX was incepted earlier than VIPAX: RWMFX (23 years) vs VIPAX (7 years). VIPAX (1.07) is less costly to investors than RWMFX (0.31). VIPAX is a more actively managed with annual turnover of: 59.00 vs. RWMFX (31.00). VIPAX has a lower initial minimum investment than RWMFX: VIPAX (0) vs RWMFX (250). VIPAX annual gain was more profitable for investors over the last year : 3.25 vs. RWMFX (2.19). RWMFX return over 5 years is better than : 79.80 vs. VIPAX (36.96).
| RWMFX | VIPAX | RWMFX / VIPAX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.07 | 29% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 0.955 | -4.421 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 835M | 22,515% |
| Annual Yield % from dividends | 1.53 | 0.42 | 367% |
| Returns for 1 year | 2.19 | 3.25 | 67% |
| Returns for 3 years | 8.51 | -12.90 | -66% |
| Returns for 5 years | 79.80 | 36.96 | 216% |
| Returns for 10 years | 59.99 | N/A | - |
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