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RWMFX vs SPUSX
RWMFX vs SPUSX Comparison
Open Charts RWMFX vs SPUSX
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets205.87B
Symmetry Panoramic US Equity I
Price$15.87
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets408.66M
RWMFX vs SPUSX Comparison Chart in %
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RWMFX 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 RWMFX is a Hold and SPUSX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 206B vs. SPUSX (409M). RWMFX pays higher dividends than SPUSX: RWMFX (1.42) vs SPUSX (0.69). RWMFX was incepted earlier than SPUSX: RWMFX (23 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 : 4.12 vs. SPUSX (-5.28). RWMFX (50.29) and SPUSX (48.85) 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 | 23 years | 7 years | - |
| Gain YTD | 9.760 | 10.515 | 93% |
| 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 | 1.42 | 0.69 | 206% |
| Returns for 1 year | 4.12 | -5.28 | -78% |
| Returns for 3 years | 41.84 | 35.63 | 117% |
| Returns for 5 years | 50.29 | 48.85 | 103% |
| Returns for 10 years | 79.57 | N/A | - |
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