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RWMFX vs VSRDX
RWMFX vs VSRDX Comparison
Open Charts RWMFX vs VSRDX
American Funds Washington Mutual R5
Price$62.97
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets193.4B
VALIC Company I U.S. Socially Rspnb
Price$21.42
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets670.76M
RWMFX vs VSRDX Comparison Chart
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RWMFX vs. VSRDX commentary
Jan 19, 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 VSRDX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 193B vs. VSRDX (671M). RWMFX pays higher dividends than VSRDX: RWMFX (1.70) vs VSRDX (1.36). RWMFX was incepted earlier than VSRDX: RWMFX (23 years) vs VSRDX (26 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. VSRDX (26.00). VSRDX has a lower initial minimum investment than RWMFX: VSRDX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 12.39 vs. VSRDX (11.01). RWMFX return over 5 years is better than : 35.03 vs. VSRDX (-10.27).
| RWMFX | VSRDX | RWMFX / VSRDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.340 | 1.675 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193B | 671M | 28,763% |
| Annual Yield % from dividends | 1.70 | 1.36 | 125% |
| Returns for 1 year | 12.39 | 11.01 | 113% |
| Returns for 3 years | 11.20 | -16.87 | -66% |
| Returns for 5 years | 35.03 | -10.27 | -341% |
| Returns for 10 years | 65.23 | 27.04 | 241% |
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