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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$185.81
Change+$0.38 (+0.20%)
VolumeN/A
Net Assets436.01M
American Funds Washington Mutual R5
Price$69.23
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets209.48B
BTIRX vs RWMFX Comparison Chart in %
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BTIRX vs. RWMFX commentary
Dec 13, 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 StrongBuy and RWMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. BTIRX (436M). RWMFX pays higher dividends than BTIRX: RWMFX (1.38) vs BTIRX (0.84). BTIRX was incepted earlier than RWMFX: BTIRX (9 years) vs RWMFX (24 years). RWMFX (0.31) is less costly to investors than BTIRX (0.24). RWMFX is a more actively managed with annual turnover of: 29.00 vs. BTIRX (2.00). BTIRX has a lower initial minimum investment than RWMFX: BTIRX (0) vs RWMFX (250). RWMFX annual gain was more profitable for investors over the last year : 7.24 vs. BTIRX (-1.77). RWMFX return over 5 years is better than : 46.09 vs. BTIRX (-8.75).
| BTIRX | RWMFX | BTIRX / RWMFX | |
| Total Expense Ratio | 0.20 | 0.31 | 65% |
| Annual Report Gross Expense Ratio | 0.24 | 0.31 | 77% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 18.480 | 13.015 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 209B | 0% |
| Annual Yield % from dividends | 0.84 | 1.38 | 61% |
| Returns for 1 year | -1.77 | 7.24 | -24% |
| Returns for 3 years | 8.40 | 34.37 | 24% |
| Returns for 5 years | -8.75 | 46.09 | -19% |
| Returns for 10 years | N/A | 85.17 | - |
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