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RWMFX vs VSRDX
RWMFX vs VSRDX Comparison
Open Charts RWMFX vs VSRDX
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
VALIC Company I U.S. Socially Rspnb
Price$21.63
Change-$0.35 (-1.59%)
VolumeN/A
Net Assets661.21M
RWMFX vs VSRDX Comparison Chart
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RWMFX vs. VSRDX commentary
Feb 23, 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: 196B vs. VSRDX (661M). 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 : 8.20 vs. VSRDX (6.31). RWMFX return over 5 years is better than : 38.24 vs. VSRDX (-9.25).
| 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 | 4.242 | 3.493 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196B | 661M | 29,652% |
| Annual Yield % from dividends | 1.70 | 1.36 | 125% |
| Returns for 1 year | 8.20 | 6.31 | 130% |
| Returns for 3 years | 18.09 | -9.90 | -183% |
| Returns for 5 years | 38.24 | -9.25 | -414% |
| Returns for 10 years | 61.66 | 23.76 | 259% |
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