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RWMFX vs SHAPX
RWMFX vs SHAPX Comparison
Open Charts RWMFX vs SHAPX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
ClearBridge Appreciation A
Price$35.37
Change-$3.97 (-10.09%)
VolumeN/A
Net Assets9.58B
RWMFX vs SHAPX Comparison Chart in %
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RWMFX vs. SHAPX commentary
Feb 04, 2026
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 RWMFX is a Hold and SHAPX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. SHAPX (9.58B). RWMFX pays higher dividends than SHAPX: RWMFX (1.45) vs SHAPX (0.29). RWMFX was incepted earlier than SHAPX: RWMFX (24 years) vs SHAPX (56 years). SHAPX (0.91) is less costly to investors than RWMFX (0.31). RWMFX (29.00) and SHAPX (28.00) have comparable annual turnover. RWMFX has a lower initial minimum investment than SHAPX: RWMFX (250) vs SHAPX (1000). RWMFX annual gain was more profitable for investors over the last year : 5.51 vs. SHAPX (-0.21). RWMFX return over 5 years is better than : 37.79 vs. SHAPX (23.83).
| RWMFX | SHAPX | RWMFX / SHAPX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 24 years | 56 years | - |
| Gain YTD | 1.520 | 1.755 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 9.58B | 2,172% |
| Annual Yield % from dividends | 1.45 | 0.29 | 500% |
| Returns for 1 year | 5.51 | -0.21 | -2,580% |
| Returns for 3 years | 30.53 | 28.66 | 107% |
| Returns for 5 years | 37.79 | 23.83 | 159% |
| Returns for 10 years | 98.02 | 102.62 | 96% |
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