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RWMFX vs VSRDX
RWMFX vs VSRDX Comparison
Open Charts RWMFX vs VSRDX
American Funds Washington Mutual R5
Price$64.24
Change-$0.73 (-1.12%)
VolumeN/A
CapitalizationN/A
VALIC Company I U.S. Socially Rspnb
Price$21.30
Change-$0.30 (-1.39%)
VolumeN/A
CapitalizationN/A
RWMFX vs VSRDX Comparison Chart
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RWMFX vs. VSRDX commentary
Nov 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 VSRDX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 191B vs. VSRDX (685M). 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). VSRDX (19.06) and RWMFX (18.45) have marching annual gain over last year. RWMFX return over 5 years is better than : 39.08 vs. VSRDX (-3.36).
| 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 | 13.710 | 11.730 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191B | 685M | 27,883% |
| Annual Yield % from dividends | 1.70 | 1.36 | 125% |
| Returns for 1 year | 18.45 | 19.06 | 97% |
| Returns for 3 years | 10.88 | -20.55 | -53% |
| Returns for 5 years | 39.08 | -3.36 | -1,163% |
| Returns for 10 years | 58.37 | 25.68 | 227% |
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