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BFSIX vs RWEBX
BFSIX vs RWEBX Comparison
Open Charts BFSIX vs RWEBX
BFS Equity Institutional
Price$27.46
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets64.24M
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
BFSIX vs RWEBX Comparison Chart in %
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BFSIX vs. RWEBX commentary
Oct 18, 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: 206B vs. BFSIX (64.2M). RWEBX pays higher dividends than BFSIX: RWEBX (0.76) 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). BFSIX annual gain was more profitable for investors over the last year : 8.20 vs. RWEBX (3.29). BFSIX return over 5 years is better than : 48.99 vs. RWEBX (45.88).
| 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 | 10.592 | 9.079 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 206B | 0% |
| Annual Yield % from dividends | 0.43 | 0.76 | 56% |
| Returns for 1 year | 8.20 | 3.29 | 249% |
| Returns for 3 years | 59.35 | 38.78 | 153% |
| Returns for 5 years | 48.99 | 45.88 | 107% |
| Returns for 10 years | 145.48 | 73.45 | 198% |
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