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INDEX vs RWMFX
INDEX vs RWMFX Comparison
Open Charts INDEX vs RWMFX
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets205.98B
INDEX vs RWMFX Comparison Chart in %
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INDEX vs. RWMFX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. INDEX (149M). RWMFX pays higher dividends than INDEX: RWMFX (1.43) vs INDEX (1.20). 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 : 16.21 vs. RWMFX (5.69). INDEX return over 5 years is better than : 108.01 vs. RWMFX (57.64).
| INDEX | RWMFX | INDEX / RWMFX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.63 | 0.31 | 203% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 13.872 | 9.760 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 206B | 0% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | 16.21 | 5.69 | 285% |
| Returns for 3 years | 69.17 | 46.35 | 149% |
| Returns for 5 years | 108.01 | 57.64 | 187% |
| Returns for 10 years | 219.83 | 93.97 | 234% |
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