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BSPIX vs RWMFX
BSPIX vs RWMFX Comparison
Open Charts BSPIX vs RWMFX
iShares S&P 500 Index Institutional
Price$762.04
Change+$6.36 (+0.84%)
VolumeN/A
Net Assets50.57B
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
BSPIX vs RWMFX Comparison Chart in %
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BSPIX vs. RWMFX commentary
Sep 08, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. BSPIX (50.6B). RWMFX pays higher dividends than BSPIX: RWMFX (1.43) vs BSPIX (1.10). BSPIX was incepted earlier than RWMFX: BSPIX (12 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 : 19.06 vs. RWMFX (7.95). BSPIX return over 5 years is better than : 100.33 vs. RWMFX (50.81).
| BSPIX | RWMFX | BSPIX / RWMFX | |
| Total Expense Ratio | 0.10 | 0.31 | 32% |
| Annual Report Gross Expense Ratio | 0.10 | 0.31 | 32% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 11.086 | 8.213 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6B | 205B | 25% |
| Annual Yield % from dividends | 1.10 | 1.43 | 76% |
| Returns for 1 year | 19.06 | 7.95 | 240% |
| Returns for 3 years | 72.33 | 34.82 | 208% |
| Returns for 5 years | 100.33 | 50.81 | 197% |
| Returns for 10 years | 266.32 | 83.34 | 320% |
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