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BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$27.61
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets64.21M
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX commentary
Sep 28, 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 Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. BFSIX (64.2M). RWMFX pays higher dividends than BFSIX: RWMFX (1.43) vs BFSIX (0.44). BFSIX was incepted earlier than RWMFX: BFSIX (12 years) vs RWMFX (23 years). BFSIX (1.21) 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 : 10.88 vs. RWMFX (5.69). BFSIX (57.77) and RWMFX (57.64) have equivalent 5 years return.
| BFSIX | RWMFX | BFSIX / RWMFX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 1.21 | 0.31 | 390% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.196 | 9.760 | 115% |
| 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 | 0.44 | 1.43 | 31% |
| Returns for 1 year | 10.88 | 5.69 | 191% |
| Returns for 3 years | 65.64 | 46.35 | 142% |
| Returns for 5 years | 57.77 | 57.64 | 100% |
| Returns for 10 years | 164.36 | 93.97 | 175% |
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