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BFSIX vs RWEBX
BFSIX vs RWEBX Comparison
Open Charts BFSIX vs RWEBX
BFS Equity Institutional
Price$26.26
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets63.3M
American Funds Washington Mutual R2E
Price$65.45
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
BFSIX vs RWEBX Comparison Chart in %
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BFSIX vs. RWEBX commentary
Dec 26, 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 BFSIX is a Buy and RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. BFSIX (63.3M). RWEBX pays higher dividends than BFSIX: RWEBX (0.74) vs BFSIX (0.43). BFSIX was incepted earlier than RWEBX: BFSIX (12 years) vs RWEBX (11 years). BFSIX (1.17) is less costly to investors than RWEBX (1.06). RWEBX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). RWEBX has a lower initial minimum investment than BFSIX: RWEBX (250) vs BFSIX (1000). RWEBX annual gain was more profitable for investors over the last year : 5.80 vs. BFSIX (3.43). BFSIX (39.11) and RWEBX (38.17) have equivalent 5 years return.
| BFSIX | RWEBX | BFSIX / RWEBX | |
| Total Expense Ratio | 0.99 | 1.06 | 93% |
| Annual Report Gross Expense Ratio | 1.17 | 1.06 | 110% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 5.759 | 7.648 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.3M | 209B | 0% |
| Annual Yield % from dividends | 0.43 | 0.74 | 58% |
| Returns for 1 year | 3.43 | 5.80 | 59% |
| Returns for 3 years | 50.65 | 30.20 | 168% |
| Returns for 5 years | 39.11 | 38.17 | 102% |
| Returns for 10 years | 130.93 | 76.44 | 171% |
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