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INDEX vs RWMFX
INDEX vs RWMFX Comparison
Open Charts INDEX vs RWMFX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
INDEX vs RWMFX Comparison Chart in %
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INDEX vs. RWMFX commentary
Feb 04, 2026
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 INDEX is a Buy and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. INDEX (163M). RWMFX pays higher dividends than INDEX: RWMFX (1.45) vs INDEX (0.81). INDEX was incepted earlier than RWMFX: INDEX (11 years) vs RWMFX (24 years). INDEX (0.63) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. INDEX (18.00). RWMFX has a lower initial minimum investment than INDEX: RWMFX (250) vs INDEX (1000). INDEX annual gain was more profitable for investors over the last year : 16.51 vs. RWMFX (5.51). INDEX return over 5 years is better than : 74.77 vs. RWMFX (37.79).
| INDEX | RWMFX | INDEX / RWMFX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.63 | 0.31 | 203% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 1.072 | 1.520 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 208B | 0% |
| Annual Yield % from dividends | 0.81 | 1.45 | 56% |
| Returns for 1 year | 16.51 | 5.51 | 300% |
| Returns for 3 years | 50.02 | 30.53 | 164% |
| Returns for 5 years | 74.77 | 37.79 | 198% |
| Returns for 10 years | 244.57 | 98.02 | 250% |
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