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RWMFX vs VSPIX
RWMFX vs VSPIX Comparison
Open Charts RWMFX vs VSPIX
American Funds Washington Mutual R5
Price$59.59
Change-$2.28 (-3.69%)
VolumeN/A
Net Assets187.67B
Victory Special Value I
Price$29.40
Change-$1.47 (-4.76%)
VolumeN/A
Net Assets39.23M
RWMFX vs VSPIX Comparison Chart
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RWMFX vs. VSPIX 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 VSPIX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 188B vs. VSPIX (39.2M). RWMFX pays higher dividends than VSPIX: RWMFX (1.53) vs VSPIX (0.00). RWMFX was incepted earlier than VSPIX: RWMFX (23 years) vs VSPIX (18 years). VSPIX (1.50) is less costly to investors than RWMFX (0.31). VSPIX is a more actively managed with annual turnover of: 85.00 vs. RWMFX (31.00). RWMFX has a lower initial minimum investment than VSPIX: RWMFX (250) vs VSPIX (2000000). RWMFX annual gain was more profitable for investors over the last year : 2.19 vs. VSPIX (-2.46). RWMFX return over 5 years is better than : 79.80 vs. VSPIX (61.10).
| RWMFX | VSPIX | RWMFX / VSPIX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.955 | -4.130 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188B | 39.2M | 479,592% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 2.19 | -2.46 | -89% |
| Returns for 3 years | 8.51 | -2.55 | -334% |
| Returns for 5 years | 79.80 | 61.10 | 131% |
| Returns for 10 years | 59.99 | 41.97 | 143% |
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