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RWMFX vs VSPIX
RWMFX vs VSPIX Comparison
Open Charts RWMFX vs VSPIX
American Funds Washington Mutual R5
Price$65.77
Change-$0.52 (-0.78%)
VolumeN/A
CapitalizationN/A
Victory Special Value I
Price$33.27
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
RWMFX vs VSPIX Comparison Chart
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RWMFX vs. VSPIX commentary
Dec 18, 2024
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 VSPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. VSPIX (45.7M). RWMFX pays higher dividends than VSPIX: RWMFX (1.70) vs VSPIX (0.00). RWMFX was incepted earlier than VSPIX: RWMFX (23 years) vs VSPIX (17 years). VSPIX is a more actively managed with annual turnover of: 90.00 vs. RWMFX (30.00). RWMFX has a lower initial minimum investment than VSPIX: RWMFX (250) vs VSPIX (2000000). VSPIX annual gain was more profitable for investors over the last year : 18.59 vs. RWMFX (17.20). RWMFX return over 5 years is better than : 39.32 vs. VSPIX (25.63).
| RWMFX | VSPIX | RWMFX / VSPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 16.419 | 17.753 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 45.7M | 428,884% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 17.20 | 18.59 | 93% |
| Returns for 3 years | 15.87 | 3.25 | 488% |
| Returns for 5 years | 39.32 | 25.63 | 153% |
| Returns for 10 years | 69.07 | 52.25 | 132% |
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