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RWMFX vs SOIVX
RWMFX vs SOIVX Comparison
Open Charts RWMFX vs SOIVX
American Funds Washington Mutual R5
Price$66.77
Change+$0.42 (+0.63%)
VolumeN/A
Net Assets207.25B
Spirit of America Large Cap Value Inst
Price$37.47
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets210.68M
RWMFX vs SOIVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. SOIVX (211M). SOIVX pays higher dividends than RWMFX: SOIVX (4.10) vs RWMFX (1.43). RWMFX was incepted earlier than SOIVX: RWMFX (23 years) vs SOIVX (5 years). SOIVX (1.22) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SOIVX (7.00). RWMFX has a lower initial minimum investment than SOIVX: RWMFX (250) vs SOIVX (100000). SOIVX annual gain was more profitable for investors over the last year : 17.33 vs. RWMFX (5.69). SOIVX return over 5 years is better than : 118.97 vs. RWMFX (57.64).
| RWMFX | SOIVX | RWMFX / SOIVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.760 | 16.082 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 211M | 98,104% |
| Annual Yield % from dividends | 1.43 | 4.10 | 35% |
| Returns for 1 year | 5.69 | 17.33 | 33% |
| Returns for 3 years | 46.35 | 100.69 | 46% |
| Returns for 5 years | 57.64 | 118.97 | 48% |
| Returns for 10 years | 93.97 | N/A | - |
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