INDEX
Price
$63.12
Change
+$0.35 (+0.56%)
Updated
Oct 17 closing price
Net Assets
150.65M
RWMFX
Price
$66.77
Change
+$0.28 (+0.42%)
Updated
Oct 17 closing price
Net Assets
205.87B
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INDEX vs RWMFX

Header iconINDEX vs RWMFX Comparison
Open Charts INDEX vs RWMFXBanner chart's image
ONEFUND S&P 500®
Price$63.12
Change+$0.35 (+0.56%)
VolumeN/A
Net Assets150.65M
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
INDEX vs RWMFX Comparison Chart in %
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INDEX vs. RWMFX commentary
Oct 19, 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 INDEX is a Hold and RWMFX is a Hold.

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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. INDEX (151M). RWMFX pays higher dividends than INDEX: RWMFX (1.42) vs INDEX (1.16). INDEX was incepted earlier than RWMFX: INDEX (10 years) vs RWMFX (23 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 : 14.66 vs. RWMFX (4.12). INDEX return over 5 years is better than : 96.01 vs. RWMFX (50.29).
INDEXRWMFXINDEX / RWMFX
Total Expense Ratio0.250.3181%
Annual Report Gross Expense Ratio0.630.31203%
Fund Existence10 years23 years-
Gain YTD14.3069.760147%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets151M206B0%
Annual Yield % from dividends1.161.4282%
Returns for 1 year14.664.12356%
Returns for 3 years63.7741.84152%
Returns for 5 years96.0150.29191%
Returns for 10 years197.6279.57248%
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