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BTIRX vs RWMFX
BTIRX vs RWMFX Comparison
Open Charts BTIRX vs RWMFX
DWS Equity 500 Index R6
Price$171.75
Change+$0.68 (+0.40%)
VolumeN/A
Net Assets412.2M
American Funds Washington Mutual R5
Price$65.33
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets204.03B
BTIRX vs RWMFX Comparison Chart in %
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BTIRX 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 BTIRX is a Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. BTIRX (412M). RWMFX pays higher dividends than BTIRX: RWMFX (1.48) vs BTIRX (0.98). BTIRX was incepted earlier than RWMFX: BTIRX (8 years) vs RWMFX (23 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 : 9.60 vs. BTIRX (2.53). RWMFX return over 5 years is better than : 54.74 vs. BTIRX (-3.58).
| BTIRX | RWMFX | BTIRX / RWMFX | |
| Total Expense Ratio | 0.20 | 0.31 | 65% |
| Annual Report Gross Expense Ratio | 0.24 | 0.31 | 77% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 9.253 | 7.001 | 132% |
| 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 | 1.48 | 66% |
| Returns for 1 year | 2.53 | 9.60 | 26% |
| Returns for 3 years | 2.38 | 32.33 | 7% |
| Returns for 5 years | -3.58 | 54.74 | -7% |
| Returns for 10 years | N/A | 72.42 | - |