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RWMFX vs SRFMX
RWMFX vs SRFMX Comparison
Open Charts RWMFX vs SRFMX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
RWMFX vs SRFMX Comparison Chart in %
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RWMFX vs. SRFMX commentary
Feb 05, 2026
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: 208B vs. SRFMX (78.6M). RWMFX pays higher dividends than SRFMX: RWMFX (1.45) vs SRFMX (0.37). RWMFX was incepted earlier than SRFMX: RWMFX (24 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 : 5.51 vs. SRFMX (-18.46). RWMFX return over 5 years is better than : 37.79 vs. SRFMX (-22.39).
| RWMFX | SRFMX | RWMFX / SRFMX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.520 | -1.348 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 78.6M | 264,631% |
| Annual Yield % from dividends | 1.45 | 0.37 | 396% |
| Returns for 1 year | 5.51 | -18.46 | -30% |
| Returns for 3 years | 30.53 | -16.14 | -189% |
| Returns for 5 years | 37.79 | -22.39 | -169% |
| Returns for 10 years | 98.02 | 45.87 | 214% |
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