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RWMFX vs SPXUX
RWMFX vs SPXUX Comparison
Open Charts RWMFX vs SPXUX
American Funds Washington Mutual R5
Price$66.86
Change-$0.96 (-1.42%)
VolumeN/A
Net Assets209.34B
WisdomTree 500 Digital N/A
Price$17.75
Change-$0.30 (-1.66%)
VolumeN/A
Net Assets15.99M
RWMFX vs SPXUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 209B vs. SPXUX (16M). RWMFX pays higher dividends than SPXUX: RWMFX (1.41) vs SPXUX (0.87). RWMFX was incepted earlier than SPXUX: RWMFX (24 years) vs SPXUX (3 years). RWMFX (0.31) is less costly to investors than SPXUX (0.05). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SPXUX (3.00). SPXUX has a lower initial minimum investment than RWMFX: SPXUX (25) vs RWMFX (250). SPXUX annual gain was more profitable for investors over the last year : 16.74 vs. RWMFX (5.30).
| RWMFX | SPXUX | RWMFX / SPXUX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 11.486 | 18.296 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209B | 16M | 1,306,250% |
| Annual Yield % from dividends | 1.41 | 0.87 | 162% |
| Returns for 1 year | 5.30 | 16.74 | 32% |
| Returns for 3 years | 32.83 | N/A | - |
| Returns for 5 years | 47.43 | N/A | - |
| Returns for 10 years | 82.53 | N/A | - |
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