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RWMFX vs SPIIX
RWMFX vs SPIIX Comparison
Open Charts RWMFX vs SPIIX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
SEI S&P 500 Index I (SIMT)
Price$103.78
Change-$5.32 (-4.88%)
VolumeN/A
Net Assets1.05B
RWMFX vs SPIIX Comparison Chart in %
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RWMFX vs. SPIIX 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 SPIIX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. SPIIX (1.05B). RWMFX pays higher dividends than SPIIX: RWMFX (1.45) vs SPIIX (0.56). RWMFX was incepted earlier than SPIIX: RWMFX (24 years) vs SPIIX (24 years). SPIIX (0.79) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPIIX (3.00). RWMFX has a lower initial minimum investment than SPIIX: RWMFX (250) vs SPIIX (100000). SPIIX annual gain was more profitable for investors over the last year : 7.52 vs. RWMFX (5.51). RWMFX return over 5 years is better than : 37.79 vs. SPIIX (29.48).
| RWMFX | SPIIX | RWMFX / SPIIX | |
| Total Expense Ratio | 0.31 | 0.65 | 48% |
| Annual Report Gross Expense Ratio | 0.31 | 0.79 | 39% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 1.520 | 1.052 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 1.05B | 19,828% |
| Annual Yield % from dividends | 1.45 | 0.56 | 260% |
| Returns for 1 year | 5.51 | 7.52 | 73% |
| Returns for 3 years | 30.53 | 38.19 | 80% |
| Returns for 5 years | 37.79 | 29.48 | 128% |
| Returns for 10 years | 98.02 | 143.19 | 68% |
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