Interact to see
Advertisement
Advertisement
BIRKX vs RWMFX
BIRKX vs RWMFX Comparison
Open Charts BIRKX vs RWMFX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.53
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets978.86M
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
BIRKX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIRKX vs. RWMFX commentary
Sep 29, 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 BIRKX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. BIRKX (979M). RWMFX pays higher dividends than BIRKX: RWMFX (1.43) vs BIRKX (0.82). BIRKX was incepted earlier than RWMFX: BIRKX (10 years) vs RWMFX (23 years). BIRKX (0.50) is less costly to investors than RWMFX (0.31). BIRKX is a more actively managed with annual turnover of: 129.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than BIRKX: RWMFX (250) vs BIRKX (5000000). BIRKX annual gain was more profitable for investors over the last year : 8.05 vs. RWMFX (5.69). BIRKX return over 5 years is better than : 65.07 vs. RWMFX (57.64).
| BIRKX | RWMFX | BIRKX / RWMFX | |
| Total Expense Ratio | 0.43 | 0.31 | 139% |
| Annual Report Gross Expense Ratio | 0.50 | 0.31 | 161% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.281 | 9.760 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 207B | 0% |
| Annual Yield % from dividends | 0.82 | 1.43 | 57% |
| Returns for 1 year | 8.05 | 5.69 | 141% |
| Returns for 3 years | 57.66 | 46.35 | 124% |
| Returns for 5 years | 65.07 | 57.64 | 113% |
| Returns for 10 years | N/A | 93.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement