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BSPAX vs RWMFX
BSPAX vs RWMFX Comparison
Open Charts BSPAX vs RWMFX
iShares S&P 500 Index Investor A
Price$747.37
Change+$2.99 (+0.40%)
VolumeN/A
Net Assets50.39B
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
BSPAX vs RWMFX Comparison Chart in %
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BSPAX vs. RWMFX commentary
Jul 27, 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 BSPAX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. BSPAX (50.4B). RWMFX pays higher dividends than BSPAX: RWMFX (1.48) vs BSPAX (0.91). BSPAX was incepted earlier than RWMFX: BSPAX (12 years) vs RWMFX (23 years). BSPAX (0.35) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BSPAX (9.00). RWMFX has a lower initial minimum investment than BSPAX: RWMFX (250) vs BSPAX (1000). BSPAX annual gain was more profitable for investors over the last year : 19.31 vs. RWMFX (9.60). BSPAX return over 5 years is better than : 107.93 vs. RWMFX (54.74).
| BSPAX | RWMFX | BSPAX / RWMFX | |
| Total Expense Ratio | 0.35 | 0.31 | 113% |
| Annual Report Gross Expense Ratio | 0.35 | 0.31 | 113% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 9.163 | 7.001 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4B | 204B | 25% |
| Annual Yield % from dividends | 0.91 | 1.48 | 62% |
| Returns for 1 year | 19.31 | 9.60 | 201% |
| Returns for 3 years | 68.12 | 32.33 | 211% |
| Returns for 5 years | 107.93 | 54.74 | 197% |
| Returns for 10 years | 232.95 | 72.42 | 322% |