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BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$26.26
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets63.3M
American Funds Washington Mutual R5
Price$65.88
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX 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 RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. BFSIX (63.3M). RWMFX pays higher dividends than BFSIX: RWMFX (1.38) 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). RWMFX annual gain was more profitable for investors over the last year : 6.45 vs. BFSIX (3.43). RWMFX return over 5 years is better than : 42.34 vs. BFSIX (39.11).
| 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 | 5.759 | 8.297 | 69% |
| 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 | 1.38 | 31% |
| Returns for 1 year | 3.43 | 6.45 | 53% |
| Returns for 3 years | 50.65 | 33.08 | 153% |
| Returns for 5 years | 39.11 | 42.34 | 92% |
| Returns for 10 years | 130.93 | 82.48 | 159% |
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