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RWMFX vs VADRX
RWMFX vs VADRX Comparison
Open Charts RWMFX vs VADRX
American Funds Washington Mutual R5
Price$66.07
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets204.51B
Invesco Equally-Wtd S&P 500 R
Price$76.51
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets6.83B
RWMFX vs VADRX Comparison Chart in %
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RWMFX vs. VADRX commentary
Sep 08, 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 Buy and VADRX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 205B vs. VADRX (6.83B). RWMFX pays higher dividends than VADRX: RWMFX (1.43) vs VADRX (1.01). RWMFX was incepted earlier than VADRX: RWMFX (23 years) vs VADRX (17 years). VADRX (0.78) is less costly to investors than RWMFX (0.31). RWMFX is a more actively managed with annual turnover of: 29.00 vs. VADRX (22.00). RWMFX has a lower initial minimum investment than VADRX: RWMFX (250) vs VADRX (1000). RWMFX annual gain was more profitable for investors over the last year : 7.95 vs. VADRX (3.03). RWMFX return over 5 years is better than : 50.81 vs. VADRX (30.59).
| RWMFX | VADRX | RWMFX / VADRX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.213 | 8.042 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205B | 6.83B | 3,001% |
| Annual Yield % from dividends | 1.43 | 1.01 | 141% |
| Returns for 1 year | 7.95 | 3.03 | 262% |
| Returns for 3 years | 34.82 | 17.72 | 197% |
| Returns for 5 years | 50.81 | 30.59 | 166% |
| Returns for 10 years | 83.34 | 78.07 | 107% |
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