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BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$27.07
Change-$0.40 (-1.46%)
VolumeN/A
Net Assets63.05M
American Funds Washington Mutual R5
Price$66.86
Change-$0.96 (-1.42%)
VolumeN/A
Net Assets209.34B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX commentary
Nov 14, 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 RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. BFSIX (63.1M). RWMFX pays higher dividends than BFSIX: RWMFX (1.41) vs BFSIX (0.43). BFSIX was incepted earlier than RWMFX: BFSIX (12 years) vs RWMFX (24 years). BFSIX (1.17) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BFSIX (16.10). RWMFX has a lower initial minimum investment than BFSIX: RWMFX (250) vs BFSIX (1000). BFSIX annual gain was more profitable for investors over the last year : 4.93 vs. RWMFX (3.94). RWMFX (45.34) and BFSIX (44.77) have equivalent 5 years return.
| BFSIX | RWMFX | BFSIX / RWMFX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 1.17 | 0.31 | 377% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 9.021 | 9.908 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 209B | 0% |
| Annual Yield % from dividends | 0.43 | 1.41 | 30% |
| Returns for 1 year | 4.93 | 3.94 | 125% |
| Returns for 3 years | 51.85 | 31.81 | 163% |
| Returns for 5 years | 44.77 | 45.34 | 99% |
| Returns for 10 years | 138.87 | 77.15 | 180% |
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