Interact to see
Advertisement
Advertisement
BSPAX vs RWMFX
BSPAX vs RWMFX Comparison
Open Charts BSPAX vs RWMFX
iShares S&P 500 Index Investor A
Price$734.39
Change+$6.18 (+0.85%)
VolumeN/A
Net Assets50.09B
American Funds Washington Mutual R5
Price$64.56
Change+$0.53 (+0.83%)
VolumeN/A
Net Assets202.05B
BSPAX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSPAX vs. RWMFX commentary
Jul 06, 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: 202B vs. BSPAX (50.1B). 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: 31.00 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 : 14.37 vs. RWMFX (7.88). BSPAX return over 5 years is better than : 103.66 vs. RWMFX (56.79).
| 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 | 7.267 | 5.739 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1B | 202B | 25% |
| Annual Yield % from dividends | 0.91 | 1.48 | 62% |
| Returns for 1 year | 14.37 | 7.88 | 182% |
| Returns for 3 years | 68.97 | 32.20 | 214% |
| Returns for 5 years | 103.66 | 56.79 | 183% |
| Returns for 10 years | 231.20 | 71.15 | 325% |