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BTIRX vs RWMEX
BTIRX vs RWMEX Comparison
Open Charts BTIRX vs RWMEX
DWS Equity 500 Index R6
Price$171.75
Change+$0.68 (+0.40%)
VolumeN/A
Net Assets412.2M
American Funds Washington Mutual R4
Price$64.81
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets204.03B
BTIRX vs RWMEX Comparison Chart in %
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BTIRX vs. RWMEX 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 BTIRX is a Buy and RWMEX is a Buy.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 204B vs. BTIRX (412M). RWMEX pays higher dividends than BTIRX: RWMEX (1.21) vs BTIRX (0.98). BTIRX was incepted earlier than RWMEX: BTIRX (8 years) vs RWMEX (23 years). RWMEX (0.60) is less costly to investors than BTIRX (0.24). RWMEX is a more actively managed with annual turnover of: 29.00 vs. BTIRX (2.00). BTIRX has a lower initial minimum investment than RWMEX: BTIRX (0) vs RWMEX (250). RWMEX annual gain was more profitable for investors over the last year : 9.21 vs. BTIRX (2.53). RWMEX return over 5 years is better than : 52.84 vs. BTIRX (-3.58).
| BTIRX | RWMEX | BTIRX / RWMEX | |
| Total Expense Ratio | 0.20 | 0.60 | 33% |
| Annual Report Gross Expense Ratio | 0.24 | 0.60 | 40% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.253 | 6.780 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 204B | 0% |
| Annual Yield % from dividends | 0.98 | 1.21 | 80% |
| Returns for 1 year | 2.53 | 9.21 | 27% |
| Returns for 3 years | 2.38 | 31.16 | 8% |
| Returns for 5 years | -3.58 | 52.84 | -7% |
| Returns for 10 years | N/A | 69.92 | - |
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