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BSPIX vs RWMFX
BSPIX vs RWMFX Comparison
Open Charts BSPIX vs RWMFX
iShares S&P 500 Index Institutional
Price$701.14
Change-$7.89 (-1.11%)
VolumeN/A
Net Assets48.18B
American Funds Washington Mutual R5
Price$61.95
Change-$0.64 (-1.02%)
VolumeN/A
Net Assets194.44B
BSPIX vs RWMFX Comparison Chart
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BSPIX vs. RWMFX commentary
Jun 15, 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: 194B vs. BSPIX (48.2B). RWMFX pays higher dividends than BSPIX: RWMFX (1.47) vs BSPIX (1.15). 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: 31.00 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 : 11.19 vs. RWMFX (4.65). BSPIX return over 5 years is better than : 108.16 vs. RWMFX (51.87).
| 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 | 2.213 | 1.465 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2B | 194B | 25% |
| Annual Yield % from dividends | 1.15 | 1.47 | 78% |
| Returns for 1 year | 11.19 | 4.65 | 241% |
| Returns for 3 years | 65.98 | 24.78 | 266% |
| Returns for 5 years | 108.16 | 51.87 | 209% |
| Returns for 10 years | 216.59 | 61.07 | 355% |
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