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RWMFX vs VSRDX
RWMFX vs VSRDX Comparison
Open Charts RWMFX vs VSRDX
American Funds Washington Mutual R5
Price$59.75
Change+$4.29 (+7.74%)
VolumeN/A
Net Assets167.99B
VALIC Company I U.S. Socially Rspnb
Price$16.39
Change+$1.36 (+9.05%)
VolumeN/A
Net Assets521.68M
RWMFX vs VSRDX Comparison Chart
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RWMFX vs. VSRDX commentary
Apr 11, 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: 168B vs. VSRDX (522M). RWMFX pays higher dividends than VSRDX: RWMFX (1.53) vs VSRDX (1.36). RWMFX was incepted earlier than VSRDX: RWMFX (23 years) vs VSRDX (27 years). VSRDX (0.36) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 31.00 vs. VSRDX (29.00). 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 : -8.19 vs. VSRDX (-21.54). RWMFX return over 5 years is better than : 44.88 vs. VSRDX (-23.14).
| RWMFX | VSRDX | RWMFX / VSRDX | |
| Total Expense Ratio | 0.31 | 0.36 | 86% |
| Annual Report Gross Expense Ratio | 0.31 | 0.36 | 86% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -9.504 | -27.135 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 522M | 32,184% |
| Annual Yield % from dividends | 1.53 | 1.36 | 112% |
| Returns for 1 year | -8.19 | -21.54 | 38% |
| Returns for 3 years | -2.62 | -28.89 | 9% |
| Returns for 5 years | 44.88 | -23.14 | -194% |
| Returns for 10 years | 42.44 | -12.64 | -336% |
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