Interact to see
Advertisement
Advertisement
RWEBX vs SOPAX
RWEBX vs SOPAX Comparison
Open Charts RWEBX vs SOPAX
American Funds Washington Mutual R2E
Price$65.45
Change+$0.26 (+0.40%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy A
Price$29.40
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets8.97B
RWEBX vs SOPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWEBX vs. SOPAX commentary
Dec 26, 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 RWEBX is a Hold and SOPAX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. SOPAX (8.98B). SOPAX pays higher dividends than RWEBX: SOPAX (1.09) vs RWEBX (0.74). RWEBX was incepted earlier than SOPAX: RWEBX (11 years) vs SOPAX (33 years). RWEBX (1.06) is less costly to investors than SOPAX (1.00). RWEBX is a more actively managed with annual turnover of: 29.00 vs. SOPAX (19.00). RWEBX has a lower initial minimum investment than SOPAX: RWEBX (250) vs SOPAX (1000). RWEBX annual gain was more profitable for investors over the last year : 5.80 vs. SOPAX (-1.22). RWEBX return over 5 years is better than : 38.17 vs. SOPAX (17.62).
| RWEBX | SOPAX | RWEBX / SOPAX | |
| Total Expense Ratio | 1.06 | 1.00 | 106% |
| Annual Report Gross Expense Ratio | 1.06 | 1.00 | 106% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.648 | 0.109 | 7,025% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 0.74 | 1.09 | 68% |
| Returns for 1 year | 5.80 | -1.22 | -474% |
| Returns for 3 years | 30.20 | 13.71 | 220% |
| Returns for 5 years | 38.17 | 17.62 | 217% |
| Returns for 10 years | 76.44 | 67.91 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers