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BFSIX vs RWMFX
BFSIX vs RWMFX Comparison
Open Charts BFSIX vs RWMFX
BFS Equity Institutional
Price$26.52
Change-$1.10 (-3.98%)
VolumeN/A
Net Assets63.57M
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
BFSIX vs RWMFX Comparison Chart in %
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BFSIX vs. RWMFX commentary
Feb 04, 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 Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. BFSIX (63.6M). RWMFX pays higher dividends than BFSIX: RWMFX (1.45) 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 : 5.51 vs. BFSIX (3.74). RWMFX (37.79) and BFSIX (37.56) 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 | 1.961 | 1.520 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 208B | 0% |
| Annual Yield % from dividends | 0.17 | 1.45 | 12% |
| Returns for 1 year | 3.74 | 5.51 | 68% |
| Returns for 3 years | 47.63 | 30.53 | 156% |
| Returns for 5 years | 37.56 | 37.79 | 99% |
| Returns for 10 years | 158.70 | 98.02 | 162% |
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