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RWMFX vs SPXKX
RWMFX vs SPXKX Comparison
Open Charts RWMFX vs SPXKX
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.04B
Shelton S&P 500 Index K
Price$81.24
Change-$0.24 (-0.29%)
VolumeN/A
Net Assets302.08M
RWMFX vs SPXKX Comparison Chart in %
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RWMFX vs. SPXKX commentary
Sep 08, 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 SPXKX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 204B vs. SPXKX (302M). RWMFX pays higher dividends than SPXKX: RWMFX (1.43) vs SPXKX (0.40). RWMFX was incepted earlier than SPXKX: RWMFX (23 years) vs SPXKX (22 years). SPXKX (0.93) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPXKX (7.00). RWMFX has a lower initial minimum investment than SPXKX: RWMFX (250) vs SPXKX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. SPXKX (4.86). RWMFX return over 5 years is better than : 50.81 vs. SPXKX (38.29).
| RWMFX | SPXKX | RWMFX / SPXKX | |
| Total Expense Ratio | 0.31 | 0.93 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.93 | 33% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.213 | 10.530 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204B | 302M | 67,550% |
| Annual Yield % from dividends | 1.43 | 0.40 | 357% |
| Returns for 1 year | 7.95 | 4.86 | 164% |
| Returns for 3 years | 34.82 | 34.80 | 100% |
| Returns for 5 years | 50.81 | 38.29 | 133% |
| Returns for 10 years | 83.34 | 120.34 | 69% |
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