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RWMFX vs SPXUX
RWMFX vs SPXUX Comparison
Open Charts RWMFX vs SPXUX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
WisdomTree 500 Digital N/A
Price$18.17
Change+$0.42 (+2.37%)
VolumeN/A
Net Assets16.48M
RWMFX vs SPXUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. SPXUX (16.5M). RWMFX pays higher dividends than SPXUX: RWMFX (1.45) vs SPXUX (0.88). 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 : 16.64 vs. RWMFX (5.51).
| 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 | 1.520 | 0.816 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 16.5M | 1,260,606% |
| Annual Yield % from dividends | 1.45 | 0.88 | 164% |
| Returns for 1 year | 5.51 | 16.64 | 33% |
| Returns for 3 years | 30.53 | 78.38 | 39% |
| Returns for 5 years | 37.79 | N/A | - |
| Returns for 10 years | 98.02 | N/A | - |
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