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RWEBX vs SOPYX
RWEBX vs SOPYX Comparison
Open Charts RWEBX vs SOPYX
American Funds Washington Mutual R2E
Price$65.44
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
ClearBridge Dividend Strategy I
Price$30.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.97B
RWEBX vs SOPYX Comparison Chart in %
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RWEBX vs. SOPYX commentary
Dec 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 RWEBX is a Hold and SOPYX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 209B vs. SOPYX (8.98B). SOPYX pays higher dividends than RWEBX: SOPYX (1.27) vs RWEBX (0.74). RWEBX was incepted earlier than SOPYX: RWEBX (11 years) vs SOPYX (30 years). RWEBX (1.06) is less costly to investors than SOPYX (0.73). RWEBX is a more actively managed with annual turnover of: 29.00 vs. SOPYX (19.00). RWEBX has a lower initial minimum investment than SOPYX: RWEBX (250) vs SOPYX (1000000). RWEBX annual gain was more profitable for investors over the last year : 5.48 vs. SOPYX (-0.57). RWEBX return over 5 years is better than : 38.15 vs. SOPYX (21.01).
| RWEBX | SOPYX | RWEBX / SOPYX | |
| Total Expense Ratio | 1.06 | 0.73 | 145% |
| Annual Report Gross Expense Ratio | 1.06 | 0.73 | 145% |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 7.632 | 0.846 | 902% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 8.98B | 2,329% |
| Annual Yield % from dividends | 0.74 | 1.27 | 58% |
| Returns for 1 year | 5.48 | -0.57 | -963% |
| Returns for 3 years | 30.16 | 15.76 | 191% |
| Returns for 5 years | 38.15 | 21.01 | 182% |
| Returns for 10 years | 75.06 | 73.64 | 102% |
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