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BKTSX vs RWMFX
BKTSX vs RWMFX Comparison
Open Charts BKTSX vs RWMFX
iShares Total US Stock Market Idx K
Price$29.70
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.26B
American Funds Washington Mutual R5
Price$66.23
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets204.51B
BKTSX vs RWMFX Comparison Chart in %
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BKTSX vs. RWMFX commentary
Sep 09, 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 BKTSX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. BKTSX (4.26B). RWMFX pays higher dividends than BKTSX: RWMFX (1.43) vs BKTSX (1.23). BKTSX was incepted earlier than RWMFX: BKTSX (10 years) vs RWMFX (23 years). RWMFX (0.31) is less costly to investors than BKTSX (0.03). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BKTSX (26.00). RWMFX has a lower initial minimum investment than BKTSX: RWMFX (250) vs BKTSX (5000000). BKTSX annual gain was more profitable for investors over the last year : 21.95 vs. RWMFX (7.95). BKTSX return over 5 years is better than : 100.42 vs. RWMFX (50.81).
| BKTSX | RWMFX | BKTSX / RWMFX | |
| Total Expense Ratio | 0.03 | 0.31 | 10% |
| Annual Report Gross Expense Ratio | 0.03 | 0.31 | 10% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.375 | 8.213 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.26B | 205B | 2% |
| Annual Yield % from dividends | 1.23 | 1.43 | 86% |
| Returns for 1 year | 21.95 | 7.95 | 276% |
| Returns for 3 years | 64.18 | 34.82 | 184% |
| Returns for 5 years | 100.42 | 50.81 | 198% |
| Returns for 10 years | 268.52 | 83.34 | 322% |
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