Interact to see
Advertisement
Advertisement
BSPIX vs RWMFX
BSPIX vs RWMFX Comparison
Open Charts BSPIX vs RWMFX
iShares S&P 500 Index Institutional
Price$775.70
Change-$4.91 (-0.63%)
VolumeN/A
Net Assets51.81B
American Funds Washington Mutual R5
Price$66.49
Change-$0.66 (-0.98%)
VolumeN/A
Net Assets207.93B
BSPIX vs RWMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSPIX vs. RWMFX commentary
Oct 17, 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 BSPIX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. BSPIX (51.8B). RWMFX pays higher dividends than BSPIX: RWMFX (1.42) vs BSPIX (1.07). BSPIX was incepted earlier than RWMFX: BSPIX (13 years) vs RWMFX (23 years). RWMFX (0.31) is less costly to investors than BSPIX (0.10). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BSPIX (9.00). RWMFX has a lower initial minimum investment than BSPIX: RWMFX (250) vs BSPIX (2000000). BSPIX annual gain was more profitable for investors over the last year : 14.66 vs. RWMFX (3.75). BSPIX return over 5 years is better than : 101.44 vs. RWMFX (49.66).
| BSPIX | RWMFX | BSPIX / RWMFX | |
| Total Expense Ratio | 0.10 | 0.31 | 32% |
| Annual Report Gross Expense Ratio | 0.10 | 0.31 | 32% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 13.735 | 9.300 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8B | 208B | 25% |
| Annual Yield % from dividends | 1.07 | 1.42 | 76% |
| Returns for 1 year | 14.66 | 3.75 | 391% |
| Returns for 3 years | 87.16 | 42.87 | 203% |
| Returns for 5 years | 101.44 | 49.66 | 204% |
| Returns for 10 years | 264.30 | 79.04 | 334% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement