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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$66.86
Change-$0.96 (-1.42%)
VolumeN/A
Net Assets209.34B
Symmetry Panoramic US Equity I
Price$15.89
Change-$0.24 (-1.49%)
VolumeN/A
Net Assets406.14M
RWMFX vs SPUSX Comparison Chart in %
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RWMFX vs. SPUSX commentary
Nov 14, 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 RWMFX is a Buy and SPUSX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. SPUSX (406M). RWMFX pays higher dividends than SPUSX: RWMFX (1.41) vs SPUSX (0.69). RWMFX was incepted earlier than SPUSX: RWMFX (24 years) vs SPUSX (7 years). SPUSX (0.86) is less costly to investors than RWMFX (0.31). SPUSX is a more actively managed with annual turnover of: 33.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than SPUSX: RWMFX (250) vs SPUSX (1000). RWMFX annual gain was more profitable for investors over the last year : 5.30 vs. SPUSX (-6.22). RWMFX (47.43) and SPUSX (45.84) have equivalent 5 years return.
| RWMFX | SPUSX | RWMFX / SPUSX | |
| Total Expense Ratio | 0.31 | 0.62 | 50% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 11.486 | 12.326 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 406M | 51,478% |
| Annual Yield % from dividends | 1.41 | 0.69 | 205% |
| Returns for 1 year | 5.30 | -6.22 | -85% |
| Returns for 3 years | 32.83 | 27.63 | 119% |
| Returns for 5 years | 47.43 | 45.84 | 103% |
| Returns for 10 years | 82.53 | N/A | - |
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