Interact to see
Advertisement
Advertisement
BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$26.77
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets64.43M
American Funds Washington Mutual R5
Price$66.56
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
BFSIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. RWMFX commentary
Jan 15, 2026
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 Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. BFSIX (64.4M). RWMFX pays higher dividends than BFSIX: RWMFX (1.47) vs BFSIX (0.17). 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 : 10.01 vs. BFSIX (7.74). BFSIX (42.06) and RWMFX (40.22) 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 | 2.922 | 2.164 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 208B | 0% |
| Annual Yield % from dividends | 0.17 | 1.47 | 12% |
| Returns for 1 year | 7.74 | 10.01 | 77% |
| Returns for 3 years | 50.51 | 31.75 | 159% |
| Returns for 5 years | 42.06 | 40.22 | 105% |
| Returns for 10 years | 158.92 | 102.43 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement