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CWMAX vs VTSAX
CWMAX vs VTSAX Comparison
Open Charts CWMAX vs VTSAX
American Funds Washington Mutual 529A
Price$66.29
Change-$0.66 (-0.99%)
VolumeN/A
Net Assets207.93B
Vanguard Total Stock Mkt Idx Adm
Price$158.59
Change-$1.20 (-0.75%)
VolumeN/A
Net Assets2.02T
CWMAX vs VTSAX Comparison Chart in %
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CWMAX vs. VTSAX commentary
Oct 17, 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 CWMAX is a Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. CWMAX (208B). CWMAX (1.18) and VTSAX (1.13) have matching dividends . CWMAX was incepted earlier than VTSAX: CWMAX (24 years) vs VTSAX (25 years). CWMAX (0.59) is less costly to investors than VTSAX (0.04). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VTSAX (2.00). CWMAX has a lower initial minimum investment than VTSAX: CWMAX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.27 vs. CWMAX (3.43). VTSAX return over 5 years is better than : 84.09 vs. CWMAX (51.49).
| CWMAX | VTSAX | CWMAX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 9.055 | 12.526 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 2.02T | 10% |
| Annual Yield % from dividends | 1.18 | 1.13 | 104% |
| Returns for 1 year | 3.43 | 13.27 | 26% |
| Returns for 3 years | 42.73 | 77.39 | 55% |
| Returns for 5 years | 51.49 | 84.09 | 61% |
| Returns for 10 years | 98.08 | 223.97 | 44% |
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