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RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
American Funds Washington Mutual R5
Price$66.77
Change+$0.28 (+0.42%)
VolumeN/A
Net Assets206.71B
RWMFX vs SRFMX Comparison Chart in %
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RWMFX vs. SRFMX 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 SRFMX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 207B vs. SRFMX (89.2M). RWMFX pays higher dividends than SRFMX: RWMFX (1.42) vs SRFMX (0.39). RWMFX was incepted earlier than SRFMX: RWMFX (23 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SRFMX (13.00). RWMFX has a lower initial minimum investment than SRFMX: RWMFX (250) vs SRFMX (2500). RWMFX annual gain was more profitable for investors over the last year : 4.12 vs. SRFMX (-9.10). RWMFX return over 5 years is better than : 50.29 vs. SRFMX (2.47).
| RWMFX | SRFMX | RWMFX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 9.760 | 8.060 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207B | 89.2M | 232,063% |
| Annual Yield % from dividends | 1.42 | 0.39 | 363% |
| Returns for 1 year | 4.12 | -9.10 | -45% |
| Returns for 3 years | 41.84 | 12.95 | 323% |
| Returns for 5 years | 50.29 | 2.47 | 2,036% |
| Returns for 10 years | 79.57 | 65.91 | 121% |
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