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BSPIX vs RWMFX
BSPIX vs RWMFX Comparison
Open Charts BSPIX vs RWMFX
iShares S&P 500 Index Institutional
Price$805.02
Change+$17.05 (+2.16%)
VolumeN/A
Net Assets53.87B
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
BSPIX vs RWMFX Comparison Chart in %
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BSPIX vs. RWMFX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. BSPIX (53.9B). RWMFX pays higher dividends than BSPIX: RWMFX (1.45) vs BSPIX (1.04). BSPIX was incepted earlier than RWMFX: BSPIX (13 years) vs RWMFX (24 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 : 16.05 vs. RWMFX (5.51). BSPIX return over 5 years is better than : 87.88 vs. RWMFX (37.79).
| 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 | 24 years | - |
| Gain YTD | 1.131 | 1.520 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9B | 208B | 26% |
| Annual Yield % from dividends | 1.04 | 1.45 | 72% |
| Returns for 1 year | 16.05 | 5.51 | 291% |
| Returns for 3 years | 72.49 | 30.53 | 237% |
| Returns for 5 years | 87.88 | 37.79 | 233% |
| Returns for 10 years | 311.89 | 98.02 | 318% |
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