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RWMEX vs SPUSX
RWMEX vs SPUSX Comparison
Open Charts RWMEX vs SPUSX
American Funds Washington Mutual R4
Price$66.24
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
Symmetry Panoramic US Equity I
Price$15.87
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets408.66M
RWMEX vs SPUSX Comparison Chart in %
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RWMEX vs. SPUSX 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 RWMEX is a Hold and SPUSX is a Hold.
FUNDAMENTALS
Fundamentals
RWMEX has more cash in the bank: 206B vs. SPUSX (409M). RWMEX pays higher dividends than SPUSX: RWMEX (1.16) vs SPUSX (0.69). RWMEX was incepted earlier than SPUSX: RWMEX (23 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than RWMEX (0.60). SPUSX is a more actively managed with annual turnover of: 33.00 vs. RWMEX (29.00). RWMEX has a lower initial minimum investment than SPUSX: RWMEX (250) vs SPUSX (1000). RWMEX annual gain was more profitable for investors over the last year : 3.73 vs. SPUSX (-5.28). SPUSX (48.85) and RWMEX (48.33) have equivalent 5 years return.
| RWMEX | SPUSX | RWMEX / SPUSX | |
| Total Expense Ratio | 0.60 | 0.62 | 97% |
| Annual Report Gross Expense Ratio | 0.60 | 0.86 | 70% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 9.458 | 10.515 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206B | 409M | 50,367% |
| Annual Yield % from dividends | 1.16 | 0.69 | 169% |
| Returns for 1 year | 3.73 | -5.28 | -71% |
| Returns for 3 years | 40.48 | 35.63 | 114% |
| Returns for 5 years | 48.33 | 48.85 | 99% |
| Returns for 10 years | 76.86 | N/A | - |
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