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BSPIX vs RWMFX
BSPIX vs RWMFX Comparison
Open Charts BSPIX vs RWMFX
iShares S&P 500 Index Institutional
Price$747.64
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
BSPIX vs RWMFX Comparison Chart in %
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BSPIX 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 BSPIX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. BSPIX (50.4B). RWMFX pays higher dividends than BSPIX: RWMFX (1.48) vs BSPIX (1.14). 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 : 19.61 vs. RWMFX (9.60). BSPIX return over 5 years is better than : 110.55 vs. RWMFX (54.74).
| 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 | 9.318 | 7.001 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4B | 204B | 25% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | 19.61 | 9.60 | 204% |
| Returns for 3 years | 69.38 | 32.33 | 215% |
| Returns for 5 years | 110.55 | 54.74 | 202% |
| Returns for 10 years | 240.13 | 72.42 | 332% |
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