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RWMFX vs SSSVX
RWMFX vs SSSVX Comparison
Open Charts RWMFX vs SSSVX
American Funds Washington Mutual R5
Price$66.14
Change-$1.03 (-1.53%)
VolumeN/A
Net Assets208.21B
State Street Equity 500 Index A
Price$515.37
Change+$9.76 (+1.93%)
VolumeN/A
Net Assets14.03B
RWMFX vs SSSVX Comparison Chart in %
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RWMFX vs. SSSVX commentary
Feb 04, 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 SSSVX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 208B vs. SSSVX (14B). RWMFX pays higher dividends than SSSVX: RWMFX (1.45) vs SSSVX (0.79). RWMFX was incepted earlier than SSSVX: RWMFX (24 years) vs SSSVX (11 years). SSSVX (0.55) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. SSSVX (4.00). RWMFX has a lower initial minimum investment than SSSVX: RWMFX (250) vs SSSVX (2000). SSSVX annual gain was more profitable for investors over the last year : 16.09 vs. RWMFX (5.51). SSSVX return over 5 years is better than : 82.13 vs. RWMFX (37.79).
| RWMFX | SSSVX | RWMFX / SSSVX | |
| Total Expense Ratio | 0.31 | 0.47 | 66% |
| Annual Report Gross Expense Ratio | 0.31 | 0.55 | 56% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 1.520 | 1.112 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208B | 14B | 1,486% |
| Annual Yield % from dividends | 1.45 | 0.79 | 182% |
| Returns for 1 year | 5.51 | 16.09 | 34% |
| Returns for 3 years | 30.53 | 71.20 | 43% |
| Returns for 5 years | 37.79 | 82.13 | 46% |
| Returns for 10 years | 98.02 | 260.08 | 38% |
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